Exeter Health Resources 403(b) Retirement Savings Plan
Sponsored by Exeter Health Resources, Inc · EIN 020222126 · Plan #002
- Total assets
- $175M
- Net assets
- $175M
- Active participants
- 2,145
- With balances
- 1,551
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).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Redemption fees | $403,582 |
| Morgan Stanley Smith Barney | Investment advisory (plan) | $142,339 |
| Baker, Newman & Noyes Llc | Accounting | $19,500 |