Independent Living Services Inc. 403 B Plan
Sponsored by Independent Living Services Inc. · EIN 237167314 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 376
- With balances
- 274
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones And Co | Investment advisory (participants), Investment advisory (plan), Investment management | $9,044 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $2,952 |
| Massmutual Life Insurance Co | Recordkeeping fees | $350 |