Circle Of Life Retirement 403 B Plan
Sponsored by Circle Of Life Hospice & Palliativate Care · EIN 311690041 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 336
- With balances
- 178
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Arvest Investments, Inc. CRD 42057 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arvest Wealth Management | Investment advisory (plan), Direct payment from the plan | $15,964 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $9,083 |