Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan
Sponsored by Presbyterian Homes & Family Services, Inc. Dba Humankind · EIN 540346118 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 136
- With balances
- 199
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 |
|---|---|---|
| Financial Designs Corporation CRD 14829 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Designs, Inc | Investment advisory (plan), Direct payment from the plan | $10,005 |
| American Trust Company | Trustee (discretionary), Contract administrator, Recordkeeping | $9,898 |