Riverview Center For Growth 403(b) Plan
Sponsored by Mental Health For Children, Inc. · EIN 237169042 · Plan #002
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 111
- With balances
- 149
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc Rpcp | Investment advisory (participants) | $24,802 |
| O'connell Pension Consulting | Contract administrator | $19,352 |
| Nationwide | Recordkeeping, Insurance agents and brokers, Participant loan processing | $17,674 |
| Iron Fiduciary | Investment advisory (participants) | $1,908 |
| Nationwide | Recordkeeping | $494 |
| Nationwide | Recordkeeping, Insurance agents and brokers, Participant loan processing | $381 |
| Proaccount | Investment advisory (participants) | $67 |
| Oconnell Pension Consulting | Contract administrator | $54 |
| Gwendolyn Oconnell | Investment advisory (participants) | $0 |