Sweetser 403(b) Employees Savings Plan
Sponsored by Sweetser · EIN 010211807 · Plan #003
- Total assets
- $34.6M
- Net assets
- $34.6M
- Active participants
- 551
- With balances
- 785
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $89,213 |
| Valmark Advisers Inc | Investment advisory (plan) | $24,240 |
| Bdmp Assurance, Llp | Accounting | $17,870 |