Child Focus, Inc. 403(b) Annuity Plan
Sponsored by Child Focus, Inc. · EIN 310952668 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 357
- With balances
- 443
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $43,696 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan) | $35,777 |
| Empower Advisory Group, Llc | Investment management | $2,226 |
| Creative Retirement Systems, Inc. | Contract administrator | $502 |