AUMdb

The Hill At Whitemarsh 403(b) Retirement Plan

Sponsored by Whitemarsh Continuing Care Community · EIN 830344521 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
341
With balances
341

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA)

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
Benefit Plans Administrative Servic Recordkeeping, Custodial (other), Participant loan processing $52,515
The Haverford Trust Company Investment advisory (participants), Investment advisory (plan) $43,593