Pennsylvania Horticultural Society Employees' Retirement Plan
Sponsored by Pennsylvania Horticultural Society · EIN 231352265 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.8M
- Active participants
- 8
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Milliman, Inc. | Actuarial, Direct payment from the plan | $51,138 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $28,350 |
| Principal Financial Group | Trustee (institutional), Direct payment from the plan | $11,109 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2024 | $5.9M | 8 | ack 20260413225908NAL0021128819001 |
| 01/01/2024 | $15.2M | 132 | ack 20251014114805NAL0005767538001 |