AUMdb

Friends & Family Prevailing Wage Esop Retirement Plan

Sponsored by Friends & Family Home Care Services, Llc · EIN 462961005 · Plan #001

Total assets
$70.8M
Net assets
$70.7M
Active participants
12,084
With balances
10,398

Plan year beginning 01/01/2024

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
Blue Ridge Associates Plan administrator, Recordkeeping $177,752
Morrison Cohen Legal $32,817
Aegis Fiduciary Services Trustee (institutional) $31,458