AUMdb

Ffkr Architects/Planners Ii 401(k) Profit Sharing Plan

Sponsored by Ffkr Architects/Planners Ii · EIN 870410426 · Plan #001

Total assets
$30.0M
Net assets
$30.0M
Active participants
158
With balances
241

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $72,471
National Benefit Services Contract administrator $1,625
Capital Group Retirement Plan Servi Recordkeeping fees $647