Sheltering Arms 403(b) Retirement Plan
Sponsored by Rehab Jv, Llc, Dba Sheltering Arms Institute · EIN 814446403 · Plan #002
- Total assets
- $76.2M
- Net assets
- $76.2M
- Active participants
- 753
- With balances
- 1,118
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 | Contract administrator, Securities brokerage commissions | $74,053 |