AUMdb

Franjo Construction Retirement Plan

Sponsored by Franjo Construction Corporation · EIN 232880447 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
144
With balances
205

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
Confluence Wealth Services, Inc. CRD 311980 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Confluence Wealth Services Investment advisory (plan) $35,000
Empower Annuity Insurance Company Recordkeeping fees $27,636
Dunbar Bender & Zapf Inc Contract administrator $16,320