Conard House Retirement Plan
Sponsored by Conard House, Inc. · EIN 941489356 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 163
- With balances
- 176
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Lincoln National Corporation | Recordkeeping, Recordkeeping fees, Other fees | $49,374 |
| Pensionmark Financial Group, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $27,078 |
| National Benefit Services, Llc | Contract administrator, Other services | $3,075 |