Living Arrangements For The Developmentally Disabled, Inc. 403(b) Defined Contribution Retirement Plan
Sponsored by Living Arrangements For The Developmentally Disabled, Inc. · EIN 310894923 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 143
- With balances
- 152
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 |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcf Advisors, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $16,773 |
| Pension Corporation Of America | Recordkeeping, Participant loan processing, Participant communication | $8,098 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $877 |