Aging Services Of North Central Massachusetts, Inc. 403(b) Plan
Sponsored by Aging Services Of North Central Massachusetts, Inc. · EIN 042551175 · Plan #002
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 117
- With balances
- 145
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
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 | $51,441 |
| Caron & Bletzer, Pllc | Accounting, Other fees | $0 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Other fees | $0 |