AUMdb

Presbyterian Seniorcare Retirement Savings Plan

Sponsored by Presbyterian Seniorcare · EIN 250969422 · Plan #002

Total assets
$15.8M
Net assets
$15.8M
Active participants
848
With balances
463

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Corporate Benefits Consultants, Inc. CRD 155764 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $41,877
Corporate Benefits Consultants Inc Investment advisory (plan), Direct payment from the plan $28,526