Toward Independent Living And Learning, Inc. Success Sharing Plan
Sponsored by Toward Independent Living And Learning, Inc. · EIN 042672688 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 934
- With balances
- 238
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Lion Street Advisors, Llc | Investment advisory (plan), Consulting fees | $12,496 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $11,498 |