Cloverwood Senior Living Inc. 403(b) Plan
Sponsored by Rochester Friendly Home · EIN 161597251 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 183
- With balances
- 366
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $14,318 |