Interfaith 403(b) Retirement Plan
Sponsored by The Woodlands Religious Community Inc. Dba Interfaith · EIN 741804123 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 296
- With balances
- 171
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Fondren Oaks Capital Management, Llc CRD 290726 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fondren Oaks Capital Mgmt | Investment advisory (plan) | $20,418 |
| Definiti Llc | Recordkeeping, Participant loan processing | $17,750 |
| Axa Equitable Life Insurance Co | Participant loan processing, Product termination fees, Investment management | $544 |
| Matrix Trust | Custodial (securities) | $488 |