AUMdb

The Presbyterian Homes, Inc. 401(k) Retirement Plan

Sponsored by The Presbyterian Homes, Inc. · EIN 560564344 · Plan #003

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 10/01/2024 · 401(k)

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
Stifel Nicolaus & Co Inc Investment advisory (plan) $11,944
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $5,329