Solheim Lutheran Home 403(b) Retirement Plan
Sponsored by Solheim Lutheran Home · EIN 951643384 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 161
- With balances
- 272
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $42,358 |
| The Baldwin Group Wealth Advisors L | Investment advisory (plan), Consulting fees | $17,584 |
| Reliance Trust | Custodial (securities), Shareholder servicing fees | $0 |