Fortune School Of Education 403(b) Retirement Plan
Sponsored by Rex And Margaret Fortune School Of Education · EIN 943187528 · Plan #002
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 322
- With balances
- 131
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Investment management, Recordkeeping fees | $14,725 |
| Osaic Wealth Inc | Investment advisory (plan) | $11,583 |
| Securities America Advisors Inc | Investment advisory (plan) | $8,641 |
| Associated Pension Consultants | Contract administrator | $6,991 |