Achievement First, Inc. 403(b) Plan
Sponsored by Achievement First, Inc. · EIN 651203744 · Plan #001
- Total assets
- $98.8M
- Net assets
- $98.8M
- Active participants
- 2,019
- With balances
- 2,714
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $401,412 |
| Cohn Reznick, Llp | Accounting, Direct payment from the plan | $57,750 |
| Magii Pension Services, Llc | Consulting (general), Direct payment from the plan | $56,250 |
| Variable Annuity Life Insurance Co. | Participant loan processing, Investment advisory (participants), Product termination fees | $30,468 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Osaic Wealth, Inc. | Consulting (general), Insurance services, Insurance brokerage commissions | $0 |