Fba Retirement Plan
Sponsored by Austin 3(16) Fiduciary Limited · EIN 462981114 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 4,258
- With balances
- 3,502
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 |
|---|---|---|
| Transamerica Financial Life Ins Com | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $136,688 |
| Pinnacle Financial Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $96,103 |
| The Boon Insurance Agency Inc | Investment advisory (plan) | $18,602 |
| Bas Partners | Accounting | $16,000 |