Retirement Plan Of Lebanon Valley Brethren Home
Sponsored by Lebanon Valley Brethren Home · EIN 237404857 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 231
- With balances
- 282
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stonebridge Financial Group, Llc CRD 340200 | deterministic · 100% | 2024 |
| Osaic Advisory Services, Llc CRD 171070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $38,744 |
| Stonebridge Financial Group, Llc | Investment advisory (plan), Direct payment from the plan | $23,131 |
| Osaic Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $7,147 |
| Pa Retirement Solutions Inc | Other services | $0 |