Shenandoah Valley Westminster Canterbury 403(b) Retirement Plan
Sponsored by Westminster Canterbury Of Winchester, Inc · EIN 521266582 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 347
- With balances
- 254
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $76,796 |
| Millennium Investment & Retirement | Investment advisory (plan) | $7,874 |