The House Of The Good Shepherd 403(b) Thrift Plan
Sponsored by The House Of The Good Shepherd · EIN 150532199 · Plan #002
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 399
- With balances
- 441
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Participant loan processing, Custodial (securities), Distribution (12b-1) fees | $51,852 |
| Caruso Mclean Investment Advisors | Accounting, Investment advisory (participants), Investment advisory (plan) | $31,434 |