Welch Senior Living, Llc Savings Plan
Sponsored by Welch Senior Living, Llc · EIN 814769421 · Plan #002
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 487
- With balances
- 313
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Heritage Pension Services, Inc | Recordkeeping | $87,489 |
| Caron & Bletzer, Pllc | Accounting | $14,500 |