Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $893K assets / 28 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Money purchase
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FAMILY SERVICE 403(B) TDA PLAN | Money purchase | $650K | 20 | 2024 |
| #001 | EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES INC | Money purchase | $244K | 8 | 2024 |