Serendipity Center 403(b) Plan
Sponsored by Serendipity Center, Inc. · EIN 930730861 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 96
- With balances
- 120
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Opportunus Wealth Management, Llc CRD 300141 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $27,627 |
| Opportunus Wealth Management Llc | Investment advisory (plan), Consulting fees | $10,076 |