Facing History And Ourselves, Inc. 403(b) Plan
Sponsored by Facing History & Ourselves, Inc. · EIN 042761636 · Plan #001
- Total assets
- $37.5M
- Net assets
- $37.5M
- Active participants
- 203
- With balances
- 318
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lion Street Advisors | Investment advisory (plan) | $20,000 |
| Accelerate Investment Advisors Llc | Investment advisory (plan) | $20,000 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $16,742 |
| Angell Pension Group | Contract administrator | $2,500 |
| Reliastar Life Insurance Co | Recordkeeping fees | $0 |