Island Nursing And Rehab Center Retirement Plan
Sponsored by Island Nursing And Rehab Center · EIN 113570505 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 138
- With balances
- 182
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Partial participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Aspire Advisors, Llc CRD 150652 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $46,464 |
| Aspire Advisors Llc | Investment advisory (plan), Direct payment from the plan | $21,519 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |