AUMdb

Retirement Savings 403(b) Plan For Employees Of Presbyterian Homes

Sponsored by Presbyterian Homes · EIN 471545753 · Plan #002

Total assets
$69.5M
Net assets
$69.5M
Active participants
1,235
With balances
1,507

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Custodial (other), Custodial (securities) $85,200