Old Colony Hospice, Inc. 403(b) Plan
Sponsored by Old Colony Hospice, Inc. · EIN 042793637 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 122
- With balances
- 85
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 |
|---|---|---|
| Symphony Retirement Partners Llc CRD 300990 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Standcorp Financial Corp | Claims processing, Recordkeeping, Custodial (other) | $20,552 |
| Symphony Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $11,110 |
| Wellth Advisory Services Llc | Investment advisory (plan), Consulting fees | $4,247 |