Presbyterian Seniorcare Network Retirement Plan
Sponsored by Longwood At Oakmont, Inc. · EIN 232605414 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 629
- With balances
- 612
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Automatic enrollment, Total participant-directed account
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Soft dollars commissions, Other fees, Participant loan processing | $14,226 |
| Corporate Benefits Consultants Inc | Investment advisory (plan), Direct payment from the plan | $5,787 |