Haverland Carter Lifestyle Group 403(b) Plan
Sponsored by Haverland Carter Lifestyle Group · EIN 272027950 · Plan #002
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 488
- With balances
- 246
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,900 |