Friendship Haven, Inc. Employees' Pension Plan
Sponsored by Friendship Haven, Inc. · EIN 420698245 · Plan #002
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 363
- With balances
- 143
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Northwest Wealth Management, Llc CRD 152816 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Finway Group Llc | Contract administrator | $26,491 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $17,577 |
| Northwest Wealth Management Llc | Investment advisory (plan) | $14,776 |