Lake Sunapee Home Care And Hospice Erisa 403 B Plan
Sponsored by Lake Sunapee Home Care And Hospice · EIN 237066056 · Plan #003
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 84
- With balances
- 139
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Penn Wealth Management, Llc CRD 152948 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension And Wealth Management Advis | Investment advisory (plan), Direct payment from the plan | $17,919 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $14,279 |