AUMdb

Interfaith Works Retirement & Ee Savings Plan

Sponsored by Interfaith Works, Inc. · EIN 521072684 · Plan #001

Total assets
$1.2M
Net assets
$1.2M
Active participants
65
With balances
138

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $5,695
Merrill Lynch Retirement & Benefit Investment advisory (plan), Direct payment from the plan $5,443