Greater Springfield Senior Services 403(b) Thrift Plan
Sponsored by Greater Springfield Senior Services · EIN 042510895 · Plan #002
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 225
- With balances
- 224
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $41,327 |
| Commonwealth Financial Network | Investment advisory (plan), Other fees | $0 |