Victor Community Support Services 403(b) Plan
Sponsored by Victor Community Support Services, Inc. · EIN 431959837 · Plan #002
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 858
- With balances
- 275
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Robertson Stephens Wealth Management, Llc CRD 289977 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $53,603 |
| Robertson Stephens | Investment advisory (plan), Direct payment from the plan, Other fees | $8,397 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |