Afs Usa 403(b)plan
Sponsored by Afs Usa · EIN 391711417 · Plan #003
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 134
- With balances
- 305
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 |
|---|---|---|
| Granite Group Advisors, Llc CRD 127357 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Granite Group Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $26,384 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $20,511 |
| The Angell Pension Group, Inc. | Contract administrator, Other fees, Other services | $0 |