Friends Of Youth 403(b) Retirement Plan
Sponsored by Friends Of Youth · EIN 910672501 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 124
- With balances
- 174
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $29,122 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Consulting fees | $17,135 |