AUMdb

White Horse Village Inc. 403(b) Pension Plan

Sponsored by White Horse Village Inc. · EIN 232499121 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
374
With balances
239

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Contract administrator $38,689
Mma Securities Llc Investment advisory (plan), Investment advisory (participants) $10,819