AUMdb

The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan

Sponsored by The Fort Wayne Rescue Mission Ministries, Inc. · EIN 351054670 · Plan #005

Total assets
$3.2M
Net assets
$3.2M
Active participants
122
With balances
114

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).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Sym Financial Corporation CRD 107517 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $27,157
Empower Advisory Group, Llc Investment management $9,263
Sym Financial Corporation Investment advisory (plan) $4,204
Ubs Financial Svcs Ins Agcy Inc Other commissions $0