Glenmeadow, Inc. 403(b) Retirement Plan
Sponsored by Glenmeadow, Inc. · EIN 042105937 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 234
- With balances
- 145
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).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $41,909 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $7,749 |
| Commonwealth Financial Network | Investment advisory (plan), Consulting fees | $5,610 |