Willow Brook 403(b) Retirement Plan
Sponsored by Willow Brook Christian Services · EIN 200996799 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 554
- With balances
- 219
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| New Albany Capital Partners, Llc CRD 144982 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| New Albany Capital Partners, Llc | Investment advisory (plan), Investment management | $26,197 |
| Penserv Plan Services, Inc. | Recordkeeping, Recordkeeping fees | $13,096 |
| Mg Trust Company, Llc | Custodial (securities), Recordkeeping fees | $5,695 |