Fellowshiplife, Inc. 401(k) Employee Savings Plan
Sponsored by Fellowshiplife, Inc. · EIN 612015757 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 722
- With balances
- 709
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 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 | $116,690 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other services | $24,410 |
| Osaic Wealth Inc. | Investment advisory (plan), Other fees | $0 |
| Wilshire Associated Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |