Brethren Hillcrest Homes 403(b) Plan
Sponsored by Brethren Hillcrest Homes · EIN 951809564 · Plan #002
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 271
- With balances
- 221
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Iron Financial Llc CRD 106682 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors, Llc | Plan administrator | $39,264 |
| Nationwide | Recordkeeping fees | $32,395 |
| Peery & Associates, Inc. | Plan administrator | $8,400 |
| Iron Co Financial | Investment advisory (plan) | $5,260 |
| Nationwide Life Insurance Co. | Investment advisory (plan) | $2,104 |
| Lincoln Financial Advisors | Contract administrator | $75 |