Primrose Retirement Plan
Sponsored by Primrose Retirement Communities · EIN 460434250 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 1,249
- With balances
- 482
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co | Investment advisory (plan) | $28,734 |
| Futureplan By Ascensus | Contract administrator | $25,309 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $23,063 |