New Directions Retirement Savings Plan For Family Care Network
Sponsored by Family Care Network, Pllc · EIN 911753976 · Plan #001
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 510
- With balances
- 677
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Group | Investment advisory (participants), Investment advisory (plan), Investment management | $87,644 |
| Nwps, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $67,472 |
| Charles Schwab Trust Company | Custodial (securities), Direct payment from the plan | $28,495 |