The Family Partnership 403(b) Retirement Savings Plan
Sponsored by The Family Partnership · EIN 410693858 · Plan #004
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 113
- With balances
- 138
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 |
|---|---|---|
| Mutual Of America Sec. Corp Llc | Recordkeeping, Participant loan processing, Other services | $18,035 |
| Wilshire Associates Inc. | Named fiduciary | $2,147 |