Ethos Retirement Plan
Sponsored by Southwest Boston Senior Svcs Inc. D/B/A Ethos · EIN 237304163 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 197
- With balances
- 164
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins. & Annuity Co | Other fees | $30,929 |
| Global Retirement Partners Llc | Other fees | $0 |