403(b) Thrift Plan Of The Alliance Home Dba Chapel Pointe At Carlisle
Sponsored by The Alliance Home · EIN 231445658 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 223
- With balances
- 326
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $2,604 |