Simpson Senior Services, Inc. 403(b)(7) Retirement Plan
Sponsored by Simpson Senior Services, Inc. · EIN 232948991 · Plan #002 · Bala Cynwyd, PA
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 570
- With balances
- 323
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).
| Firm | Match | Plan year |
|---|---|---|
| Ivc Wealth Advisors Llc CRD 301127 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ivc Wealth Advisors, Llc | Investment advisory (plan) | $41,624 |
| Empower Annuity Insurance Company | Recordkeeping fees | $32,187 |
| Delaware Valley Retirement, Inc. | Contract administrator | $19,022 |
| Baker Tilly Virchow Krause Llp | Other fees | $6,335 |
| Empower Advisory Group, Llc | Investment management | $4,293 |