Lifespan Of Greater Rochester, Inc. 403(b) Retirement Plan
Sponsored by Lifespan Of Greater Rochester Inc. · EIN 160986298 · Plan #003
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 194
- With balances
- 144
Plan year beginning 04/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins. And Annuity Co | Recordkeeping, Float revenue, Participant loan processing | $25,739 |
| Valiant Retire Inc. | Recordkeeping | $3,222 |
| Commonwealth Equity Services | Investment advisory (plan) | $0 |