Sitrin 403 B Plan
Sponsored by Charles T. Sitrin Health Care Center · EIN 223100745 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 538
- With balances
- 194
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Paradigm Consulting, Inc. CRD 144990 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Trustee (discretionary), Contract administrator, Recordkeeping | $57,832 |
| Paradigm Consulting, Inc. | Investment advisory (plan), Direct payment from the plan | $34,949 |
| Fust Charles Chambers, Llp | Accounting, Direct payment from the plan | $10,480 |