Piper Shores 401(k) Plan
Sponsored by Maine Life Care Retirement Community, Inc. Dba Piper Shores · EIN 010496258 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 234
- With balances
- 186
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers, Inc. | Investment advisory (plan) | $24,552 |
| Empower Annuity Insurance Company | Recordkeeping fees | $20,923 |
| Empower Advisory Group, Llc | Investment management | $2,712 |
| Downeast Pension Services, Inc. | Contract administrator | $1,650 |