Mazzoni Center 403(b) Plan
Sponsored by Mazzoni Center · EIN 232176338 · Plan #002
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 137
- With balances
- 251
Plan year beginning 01/01/2024 · 401(m) arrangement, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $25,407 |
| Lpl Financial Llc Rpcp | Investment management, Shareholder servicing fees | $18,874 |
| Nationwide | Investment management, Shareholder servicing fees | $2,651 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $987 |