Salemtowne Retirement Savings Plan
Sponsored by Moravian Home, Inc. · EIN 560963926 · Plan #002
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 324
- With balances
- 512
Plan year beginning 04/01/2024 · Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $28,652 |
| Creative Planning Llc | Investment advisory (plan) | $23,665 |
| Trinity Pension Group Llc | Contract administrator | $7,335 |