AUMdb

Minuteman Senior Services 403 B Plan

Sponsored by Minuteman Senior Services, Inc. · EIN 042587212 · Plan #002

Total assets
$7.9M
Net assets
$7.9M
Active participants
146
With balances
177

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Recordkeeping, Recordkeeping fees, Participant loan processing $20,024
Rpw Solutions, Llc. Contract administrator, Consulting (pension), Participant loan processing $14,401
Global Retirement Partners, Llc Investment advisory (plan) $6,157