Lakes Region Community Services Council 403(b) Plan
Sponsored by Lakes Region Community Services Council · EIN 020329795 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 265
- With balances
- 134
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | 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) | $37,603 |
| Mml Investors Services, Llc | Investment advisory (plan), Consulting fees | $15,694 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $11,000 |