Section 403(b) Retirement Plan For William B Rice Eventide Home
Sponsored by William B Rice Eventide Home · EIN 042106771 · Plan #001
- Total assets
- $6.7K
- Net assets
- $6.7K
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Participant loan processing, Recordkeeping fees, Contract administrator | $0 |
| Southeastern Employee Benefit Servi | Employee (plan), Other fees, Direct payment from the plan | $0 |
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $0 |