Boston Senior Home Care, Inc 403(b) Retirement Plan
Sponsored by Boston Senior Home Care, Inc. · EIN 042546251 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 178
- With balances
- 317
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Other fees | $31,523 |
| The Vanguard Group | Recordkeeping, Participant loan processing | $26,651 |