Family Development Services Inc. 403 B Retirement Plan
Sponsored by Family Development Services Inc. · EIN 351990571 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 233
- With balances
- 298
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Finan | Investment advisory (participants), Investment advisory (plan), Investment management | $25,849 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $5,921 |