Rose Villa Inc 403(b) Plan
Sponsored by Rose Villa Inc · EIN 930471873 · Plan #002
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 214
- With balances
- 147
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lucid Advisors, Inc. CRD 116639 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Plan Services, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $20,980 |
| Lucid Advisors, Inc. | Investment advisory (participants), Investment advisory (plan) | $20,837 |