Family Counseling Center Inc. 403 B Plan
Sponsored by Family Counseling Center Inc. · EIN 431116734 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 989
- With balances
- 867
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 |
|---|---|---|
| Creativeone Securities, Llc CRD 152974 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adamsbrown Llc | Accounting, Direct payment from the plan | $20,100 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $8,949 |
| Creativeone Securities | Investment advisory (participants), Investment advisory (plan), Investment management | $8,552 |