Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| SEPARATE ACCOUNT | 2 |
| EQUIVEST-VANTAGE | 1 |
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| The Felton Institute The Felton Institute 403(b) Plan · all filings | ALAMEDA, CA | Other service providers | 546 | $9.0M | $1K | $0 |
| Family Services Agency of San Francisco The Felton Institute 403(b) Plan · all filings | ALAMEDA, CA | Other service providers | 559 | $7.1M | $1K | $0 |
| Family Services Agency of San Francisco The Felton Institute 403(b) Plan · all filings | ALAMEDA, CA | Other service providers | 495 | $5.5M | $1K | $0 |