Baptist Homes Pension Plan
Sponsored by Baptist Homes Of Western Pennsylvania · EIN 251469289 · Plan #002
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 341
- With balances
- 327
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 |
|---|---|---|
| Mckinley Carter Wealth Services, Inc. CRD 135184 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mckinley Carter Wealth | Investment advisory (plan), Direct payment from the plan | $54,268 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $47,190 |
| Dunbar Bender & Zapf | Contract administrator, Direct payment from the plan, Other services | $11,525 |