Serenity Lane Health Services And Affiliated Companies Pension Plan
Sponsored by Serenity Lane Health Services · EIN 943113708 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 151
- With balances
- 222
Plan year beginning 04/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Martin Capital Partners, Llc CRD 153452 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Pensions Northwest, Llc | Other services, Other fees | $24,707 |
| Martin Capital Partners Llc | Investment advisory (plan) | $20,339 |
| Bval Cpas & Advisors Llp | Accounting | $9,800 |