Points Of Light Foundation 403(b) Retirement Plan
Sponsored by Points Of Light Foundation · EIN 650206641 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 66
- With balances
- 151
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $21,717 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $21,401 |
| Resources Investment Advisors, Llc | Investment management | $1,722 |