Focus On The Family 403(b) Plan
Sponsored by Focus On The Family · EIN 953188150 · Plan #002
- Total assets
- $75.0M
- Net assets
- $75.0M
- Active participants
- 678
- With balances
- 597
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 Live & Annuity Insurance Co | Recordkeeping fees | $120,016 |
| Empower Advisory Group Llc | Investment management | $78,605 |
| Innovest Portfolio Solutions Llc | Other commissions | $55,813 |
| Capin Crouse Llp | Accounting | $17,500 |