First District Association Retirement Benefit Program For Union Employees
Sponsored by First District Association · EIN 410255940 · Plan #003
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 123
- With balances
- 160
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advanced Capital Group | Custodial (securities), Investment advisory (plan), Investment management | $23,888 |