AUMdb

Mystic Valley Elder Services, Inc. 403 B Plan

Sponsored by Mystic Valley Elder Services, Inc. · EIN 042562646 · Plan #001

Total assets
$19.8M
Net assets
$19.8M
Active participants
361
With balances
279

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Trust Company Recordkeeping, Custodial (securities), Participant loan processing $36,280
Global Retirement Partners, Llc Securities brokerage, Other fees $18,983
Rpw Solutions, Llc. Contract administrator, Consulting (pension), Participant loan processing $1,450