The Loomis Communities 403(b) Retirement Plan
Sponsored by Loomis House, Inc. · EIN 042108366 · Plan #002
- Total assets
- $7.2M
- Net assets
- $7.1M
- Active participants
- 472
- With balances
- 180
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Smith Brothers Financial, Llc CRD 322951 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $38,496 |
| Smith Brothers Financial, Llc | Investment advisory (plan), Consulting fees | $15,897 |