Heinzerling Community 403(b) Plan
Sponsored by Heinzerling Community · EIN 310668084 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 466
- With balances
- 255
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $64,007 |
| Nfp Retirement Inc. | Investment advisory (plan), Other fees | $0 |