AUMdb

Broward Partnership For The Homeless, Inc. 403(b) Plan

Sponsored by Broward Partnership For The Homeless, Inc. · EIN 650777033 · Plan #001 · Fort Lauderdale, FL

Total assets
$3.8M
Net assets
$3.8M
Active participants
70
With balances
99

Plan year beginning 10/01/2024

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 Ins. Co. Of America Recordkeeping fees $24,041
Admin Partners Llc Contract administrator $2,852
Empower Advisory Group Llc Investment management $800
Ameriprise Financial Services Llc Other commissions $0