AUMdb

403(b) Thrift Plan Of Family And Children's Association, Inc.

Sponsored by Family And Childrens Association, Inc. · EIN 113422018 · Plan #004

Total assets
$12.8M
Net assets
$12.7M
Active participants
353
With balances
271

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
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

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 $33,983
Orenda Retirement Llc Contract administrator, Direct payment from the plan, Other fees $11,325
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $375
Ameriprise Financial Services Llc Investment advisory (plan), Other fees $0