AUMdb

Somerville Cambridge Elder Services, Inc. 401(k) Retirement Plan

Sponsored by Somerville Cambridge Elder Services, Inc. · EIN 042515020 · Plan #001

Total assets
$13.3M
Net assets
$13.3M
Active participants
143
With balances
242

Plan year beginning 07/01/2024 · 401(k)

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
Rpw Solutions, Llc. Contract administrator, Consulting (pension), Participant loan processing $25,532
Nationwide Recordkeeping, Custodial (securities), Participant loan processing $23,858
Global Retirement Partners, Llc Securities brokerage, Other fees $19,259