Richmond Children's Center, Inc. 403(b) Plan
Sponsored by Richmond Childrens Center, Inc. Dba Richmond Community Services · EIN 132736761 · Plan #004
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 486
- With balances
- 739
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Custodial (securities), Participant loan processing | $76,300 |
| Focused Wealth Management | Investment advisory (plan), Investment management fees (direct) | $73,200 |