Ashley House 403(b) Retirement Plan
Sponsored by The Ashley House · EIN 943080307 · Plan #002
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 246
- With balances
- 365
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Automatic enrollment, 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 |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $27,640 |