Fraser 403(b) Retirement Plan
Sponsored by Fraser · EIN 410781858 · Plan #001
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 1,696
- With balances
- 991
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $133,227 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Other fees, Investment management fees (direct) | $40,000 |