AUMdb

The Independent Order Of Foresters 401(k) Savings & Retirement Plan

Sponsored by The Independent Order Of Foresters · EIN 980000680 · Plan #003

Total assets
$17.5M
Net assets
$17.5M
Active participants
70
With balances
116

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $42,336
Tait Weller & Baker, Llp Accounting, Direct payment from the plan $12,000