Heritage Pointe Communities 403(b) Plan
Sponsored by United Methodist Memorial Home · EIN 350877581 · Plan #002
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 507
- With balances
- 532
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lji Wealth Management, Llc CRD 145399 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lji Wealth Management, Llc | Investment advisory (plan), Investment management, Other services | $13,742 |
| American Pension Advisors | Plan administrator, Other services, Direct payment from the plan | $7,259 |