Presbyterian Seniorcare Defined Contribution Plan
Sponsored by Presbyterian Seniorcare · EIN 250969422 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 599
- With balances
- 863
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Corporate Benefits Consultants, Inc. CRD 155764 | deterministic · 100% | 2024 |
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $70,741 |
| Corporate Benefits Consultants Inc | Investment advisory (plan), Direct payment from the plan | $42,972 |
| Principal Securities Inc | Investment advisory (plan), Direct payment from the plan | $7,207 |