AUMdb

Los Angeles Regional Food Bank 403(b) Plan

Sponsored by Los Angeles Regional Food Bank · EIN 953135649 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
234
With balances
236

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Independent Financial Group, Llc CRD 7717 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $36,010
Independent Financial Group, Llc Investment advisory (plan), Consulting fees $25,944