403(b) Thrift Plan For Penn Mar Organization Inc Dba Penn Mar Human Services
Sponsored by Penn Mar Organization, Inc. Dba Penn Mar Human Services · EIN 521207942 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 579
- With balances
- 332
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 |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $88,121 |
| Greenspring Advisors | Investment advisory (plan), Direct payment from the plan | $33,924 |
| Orenda Retirement , Llc | Contract administrator, Direct payment from the plan, Other services | $8,925 |