Senior Services Of Se Virginia 403(b) Defined Contribution Plan
Sponsored by Senior Services Of Se Virginia · EIN 546069786 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 83
- With balances
- 121
Plan year beginning 10/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $12,310 |