Episcopal Communities & Services For Seniors 401(k) Plan
Sponsored by Episcopal Communities & Services For Seniors · EIN 951642373 · Plan #001
- Total assets
- $25.1M
- Net assets
- $25.1M
- Active participants
- 423
- With balances
- 1,041
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $97,585 |
| Bank Of America Na | Investment advisory (plan) | $41,513 |
| Actuarial Benefits Corp | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,275 |