AUMdb

New Perspective Senior Living 401(k) Plan

Sponsored by New Perspective Senior Living, Llc · EIN 611572941 · Plan #001

Total assets
$16.2M
Net assets
$15.9M
Active participants
1,730
With balances
2,380

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
Alerus Financial, N.A. Recordkeeping, Trustee (discretionary), Participant loan processing $185,145
Hays Companies, Inc. Investment advisory (participants), Investment advisory (plan) $58,933