The Consortium 403(b) Plan
Sponsored by West Philadelphia Community Mental Health Consortium, Inc. · EIN 231744721 · Plan #002 · Philadelphia, PA
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 238
- With balances
- 101
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Alliant Retirement Consulting | Investment advisory (plan) | $17,871 |
| Nationwide | Recordkeeping, Participant loan processing, Other services | $16,799 |
| Delaware Valley Retirement, Inc. | Recordkeeping, Participant loan processing, Other services | $4,387 |