Retirement Living, Inc. Dba Marquette 403(b) Plan
Sponsored by Retirement Living, Inc. Dba Marquette Manor · EIN 351393773 · Plan #010
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 297
- With balances
- 153
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).
No linked investment advisers.
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 | $11,873 |
| Lincoln National Corporation | Contract administrator | $15 |
| Equitable Financial Life Insurance | Participant loan processing, Product termination fees, Investment management | $0 |