AUMdb

Familylinks, Inc. 403(b) Plan

Sponsored by Familylinks Inc. · EIN 251209266 · Plan #002

Total assets
$9.6M
Net assets
$9.6M
Active participants
338
With balances
444

Plan year beginning 07/01/2024 · 401(k)

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

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $40,301
Assuredpartners Capital Inc Dba Ap Investment advisory (plan) $30,254
Empower Advisory Group, Llc Investment management $4,144