AUMdb

Rochester Friendly Home 403(b) Plan

Sponsored by Rochester Friendly Home · EIN 160743132 · Plan #002

Total assets
$11.0M
Net assets
$11.0M
Active participants
353
With balances
793

Plan year beginning 01/01/2024 · Total participant-directed account, 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
Usi Consulting Group Claims processing, Recordkeeping, Consulting (pension) $38,664