The Felton Institute 403 B Plan
Sponsored by The Felton Institute · EIN 941156530 · Plan #002
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 546
- With balances
- 533
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (participants), Investment advisory (plan), Investment management | $14,999 |
| American United Life Insurance Co | Other insurance wrap fees, Recordkeeping, Participant loan processing | $14,647 |
| Axa | Accounting, Direct payment from the plan | $1,140 |