Linwood Center, Inc. 401(k) Profit Sharing Plan
Sponsored by Linwood Center, Inc · EIN 520659515 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 211
- With balances
- 139
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,600 |
| Raymond James Financial Services | Investment advisory (plan) | $8,203 |
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,858 |