Friendly Holding Company Retirement Savings Plan
Sponsored by Betten Friendly Motors · EIN 382023962 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 242
- With balances
- 180
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $37,692 |
| Plante And Moran | Other fees | $11,590 |
| Leafhouse Financial Advisors, Llc | Other fees | $4,673 |
| Principal Securities Inc | Other commissions | $0 |