Friendship Public Charter School 403(b) Plan
Sponsored by Friendship Public Charter School · EIN 582398964 · Plan #001
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $65,135 |
| Osaic Fa Inc | Investment advisory (plan) | $59,964 |
| Millennium Investment & Retirement | Investment advisory (plan) | $4,797 |
| Empower Advisory Group, Llc | Investment management | $3,961 |
| Lincoln National Corp | Contract administrator | $925 |