Partnership For Children Of Essex 403 B Plan
Sponsored by Partnership For Children Of Essex · EIN 371478115 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 164
- With balances
- 243
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | fuzzy_auto · 98% | 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 | $35,740 |
| Intac Actuarial Services, Inc. | Contract administrator, Investment advisory (plan), Direct payment from the plan | $13,750 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Osiac Wealth, Inc. | Investment advisory (plan), Other fees | $0 |