Glencroft Retirement Community Employee 401(k) Savings Plan
Sponsored by Friendship Retirement Corporation · EIN 860265218 · Plan #002
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 322
- With balances
- 462
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,724 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $12,000 |
| Empower Advisory Group, Llc | Investment management | $2,421 |