AUMdb

Foundation For Blind Children 403(b) Dc Plan

Sponsored by Foundation For Blind Children · EIN 860129981 · Plan #002

Total assets
$10.1M
Net assets
$10.1M
Active participants
149
With balances
228

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Ins Company Contract administrator, Direct payment from the plan, Recordkeeping fees $36,295
Sageview Advisory Group, Llc Investment advisory (plan), Other fees $0