Peninsula Family Service 403(b) Plan
Sponsored by Peninsula Family Service · EIN 941186169 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 156
- With balances
- 217
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| American Trust Company | Recordkeeping, Consulting (general), Custodial (securities) | $38,242 |