Family Services, Inc. 403(b) Plan
Sponsored by Family Services, Inc. · EIN 141338399 · Plan #002
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 213
- With balances
- 249
Plan year beginning 01/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Marshall + Sterling Wealth Advisors, Inc. CRD 164345 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Admin Services Llc | Contract administrator, Consulting (pension), Participant loan processing | $38,487 |
| Marshall & Sterling Wealth Advisors | Investment advisory (participants), Investment advisory (plan) | $30,228 |