Neighborhood Service Organization 403(b) Retirement Plan
Sponsored by Neighborhood Service Organization · EIN 381561624 · Plan #003
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 233
- With balances
- 300
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $33,488 |
| Mma Securities Llc | Investment advisory (plan), Consulting fees | $10,114 |