AUMdb

The Institute For Family Health Retirement Plan

Sponsored by The Institute For Family Health · EIN 133273402 · Plan #002

Total assets
$38.9M
Net assets
$38.9M
Active participants
1,348
With balances
1,595

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Profit-sharing

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
Mutual Of America Sec. Corp Llc Recordkeeping, Participant loan processing, Other services $191,598
Wilshire Associates Named fiduciary $6,920