AUMdb

Foster Development, Inc. 401(k) Profit Sharing Plan

Sponsored by Foster Development, Inc. · EIN 431892734 · Plan #001

Total assets
$1.5M
Net assets
$1.5M
Active participants
43
With balances
159

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Definiti Accounting, Recordkeeping, Consulting (general) $216,158
Nationwide Investment advisory (plan), Investment management, Recordkeeping fees $5,039
Ameriprise Financial Services Consulting (general), Investment advisory (plan), Investment management $0