Riseboro 403(b) Plan
Sponsored by Riseboro Community Partnership, Inc. · EIN 112453853 · Plan #002
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 704
- With balances
- 563
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advus Financial Partners, Llc CRD 311990 | deterministic · 100% | 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 | $56,088 |
| Advus Financial Partners Llc | Investment advisory (plan), Direct payment from the plan | $0 |