AUMdb

Field Home 403(b) Retirement Plan

Sponsored by Field Home Holy Comforter · EIN 131740107 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
4
With balances
163

Plan year beginning 01/01/2024 · 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
Aspire Advisors, Llc CRD 150652 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Aspire Advisors Investment advisory (participants), Investment advisory (plan) $17,994
Bpas Claims processing, Recordkeeping, Participant loan processing $12,724