Front Porch Retirement Income Plan
Sponsored by Front Porch Communities And Services · EIN 946130471 · Plan #001
- Total assets
- $53.8M
- Net assets
- $53.8M
- Active participants
- 430
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Custody Solutions | Contract administrator, Direct payment from the plan | $185,647 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $21,937 |
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan, Other fees | $5,240 |