First Resources Corp. 403(b) Plan
Sponsored by First Resources Corp. · EIN 421279294 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 336
- With balances
- 143
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Iron Horse Wealth Mgmt | Investment advisory (participants), Investment advisory (plan), Investment management | $12,139 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,573 |