Hillcrest Educational Foundation, Inc. 403(b) Plan
Sponsored by Hillcrest Educational Foundation, Inc. · EIN 800545676 · Plan #002
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 595
- With balances
- 701
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $70,507 |
| The Angell Pension Group | Contract administrator, Direct payment from the plan, Other services | $750 |
| Lpl Financial Llc Rpcp | Investment advisory (plan), Other fees | $0 |