Easterseals Of Southeastern Pennsylvania Defined Contribution & 401(k) Plan
Sponsored by Easterseals Of Southeastern Pennsylvania · EIN 231352293 · Plan #003
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 226
- With balances
- 352
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 |
|---|---|---|
| Veery Capital, Llc CRD 298465 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Veery Capital | Investment advisory (participants) | $67,618 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $30,180 |
| Resources Investment Advisors | Contract administrator | $11,756 |