Philadelphia Legal Assistance 403(b) Plan
Sponsored by Philadelphia Legal Assistance · EIN 232823744 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 97
- With balances
- 147
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Automatic enrollment, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $6,917 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Direct payment from the plan | $990 |