Presbyterian Senior Living Defined Contribution Retirement Plan
Sponsored by Phi D/B/A Presbyterian Senior Living · EIN 231381404 · Plan #003
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 1,038
- With balances
- 1,165
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Conrad Siegel Investment Advisors, Inc. CRD 123560 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel Investment Advisors | Investment advisory (plan), Participant communication, Investment management fees (direct) | $73,572 |
| Conrad Siegel Actuaries | Recordkeeping, Consulting (pension), Participant loan processing | $49,327 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Direct payment from the plan | $6,797 |
| American Century Investment Managem | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |