Elwyn New Jersey 403(b) Plan
Sponsored by Elwyn New Jersey · EIN 221801227 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · 401(m) arrangement, 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 | fuzzy_auto · 100% | 2024 |
| Kathmere Capital Management, Llc CRD 305118 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Admin Service Llc | Contract administrator, Consulting (pension), Participant loan processing | $20,378 |
| Capfinancial Partnerts, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $3,055 |
| Kathmere Capital Managerment Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $852 |