Mid Florida Community Services, Inc. 403(b)
Sponsored by Mid Florida Community Services, Inc. 403(b) Thrift Plan · EIN 591235202 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 328
- With balances
- 466
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones And Co | Investment advisory (participants), Investment advisory (plan), Investment management | $20,860 |
| Cri | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $12,500 |
| Florida Retirement Consultants | Contract administrator | $10,820 |
| American United Life Ins Co | Recordkeeping, Participant loan processing, Participant communication | $6,669 |
| Reliastar Life Ins Co | Recordkeeping fees | $0 |