AUMdb

Riverbend Head Start & Family Services, Inc. Retirement And Savings Plan

Sponsored by Riverbend Head Start & Family Services, Inc. · EIN 370681548 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
124
With balances
184

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 · 98% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $41,826
Raymond James And Associates Investment advisory (plan), Consulting fees $17,670