Samaritan Bethany, Inc. 403(b) Retirement Plan
Sponsored by Samaritan Bethany, Inc. · EIN 411373420 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 136
- With balances
- 235
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Efs Advisors Llc CRD 115211 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Efs Advisor | Investment advisory (plan), Investment management fees (direct) | $27,554 |
| Penserv Plan Services, Inc. | Recordkeeping, Recordkeeping fees | $9,300 |