Tel Hai Retirement Community 401(k) Plan
Sponsored by Tel Hai Retirement Community · EIN 232039189 · Plan #002
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 300
- With balances
- 213
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Comprehensive Financial Planning, Inc. CRD 110937 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Comprehensive Financial Planning, I | Investment advisory (plan), Investment management fees (direct) | $57,236 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $19,490 |