Lenape Valley Foundation 403 B Plan
Sponsored by Lenape Valley Foundation · EIN 231914438 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 391
- With balances
- 317
Plan year beginning 07/01/2024 · Default investment account (QDIA), Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan), Contract administrator | $25,031 |
| Empower Annuity Insurance Co. | Recordkeeping fees | $24,897 |
| Nfp Corporate Services (Pa) Inc | Contract administrator, Investment advisory (plan) | $7,632 |
| Empower Advisory Group Llc | Investment management | $201 |