Givens 403(b) Matching Retirement Plan
Sponsored by Givens Estates, Inc. · EIN 510199312 · Plan #006
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 685
- With balances
- 587
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $34,669 |
| Morgan Stanley | Other services, Other commissions, Other fees | $0 |