Rivermead 403(b) Plan
Sponsored by Peterborough Retirement Community At Upland Farm, Inc. · EIN 020446675 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 229
- With balances
- 214
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Investment advisory (plan), Direct payment from the plan | $28,337 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $23,236 |