Pennswood Village 403 B Plan
Sponsored by Pennswood Village · EIN 232021541 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 428
- With balances
- 230
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).
| Firm | Match | Plan year |
|---|---|---|
| Lri Investments, Llc CRD 323556 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lri Investments | Investment advisory (participants), Investment advisory (plan), Investment management | $37,739 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,512 |