AUMdb

Senior Living Residences, Llc 401(k) Plan

Sponsored by Senior Living Residences, Llc · EIN 043395920 · Plan #001

Total assets
$10.2M
Net assets
$10.1M
Active participants
1,120
With balances
458

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
Cbiz Cpas P.C. Accounting $43,783
Rpcg, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $6,150
Mesirow Financial, Inc. Investment advisory (plan) $1,510
Park Avenue Securites Llc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0