Lifecenter Northwest 403(b) Retirement Plan
Sponsored by Lifecenter Northwest · EIN 943253342 · Plan #001
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 313
- With balances
- 434
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $35,828 |
| Highland Capital Advisors Llc | Investment advisory (plan), Direct payment from the plan | $24,440 |