AUMdb

Greenwood House Tax Sheltered Retirement Plan

Sponsored by Greenwood House Home For The Jewish Aged, Inc · EIN 210639867 · Plan #002

Total assets
$5.2M
Net assets
$5.2M
Active participants
244
With balances
149

Plan year beginning 10/01/2024 · 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 $4,205
Northwestern Mutual Investment Serv Other services, Other commissions, Other fees $0