Living Branches Retirement Plan
Sponsored by Living Branches · EIN 232125481 · Plan #002
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 545
- With balances
- 609
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Girard Advisory Services, Llc CRD 39163 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Girard Advisory Services, Llc | Investment advisory (participants) | $48,045 |
| John Hancock Life Ins. Co. U.S.A. | Recordkeeping, Investment management, Shareholder servicing fees | $10,287 |
| The Retirement Plan Company L | Contract administrator | $5,145 |
| The Paragon Inactive | Contract administrator | $3,745 |