Living Resources 403(b) Retirement Plan
Sponsored by Living Resources Corporation · EIN 141564208 · Plan #004
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 805
- With balances
- 744
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Research And Management Company CRD 110885 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Pension Consultants, Inc. | Contract administrator | $25,474 |
| Capital Group Retirement Plan Servi | Float revenue, Recordkeeping fees | $8,600 |
| Capital Research And Management Co | Investment management, Soft dollars commissions, Recordkeeping | $0 |
| Capital Bank & Trust | Float revenue, Custodial (other) | $0 |