Carmel Valley Manor 403(b)(7) Plan
Sponsored by Carmel Valley Manor · EIN 946050476 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 140
- With balances
- 132
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Southeastern Employee Benefits Svcs | Other services | $0 |
| Advanced Retirement Solutions | Other fees | $0 |
| Morningstar | Investment advisory (plan) | $0 |