Erie Neighborhood House 403(b)
Sponsored by Erie Neighborhood House · EIN 363043253 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 164
- With balances
- 238
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 |
|---|---|---|
| Dubuque Bank & Trust Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $18,380 |
| Faro Advisory | Investment advisory (plan), Direct payment from the plan | $15,827 |
| July Business Services Llc | Recordkeeping | $0 |