Plymouth Housing Group 403(b)retirement Plan
Sponsored by Plymouth Housing Group · EIN 911122621 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 390
- With balances
- 501
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $30,000 |
| Ascensus, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $22,807 |