Samaritan Ministries Planning For Future Success 401(k)
Sponsored by Samaritan Ministries International · EIN 371295601 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 383
- With balances
- 504
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 |
|---|---|---|
| David Vaughan Investments, Llc CRD 105990 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| David Vaughan Investments, Inc. | Investment advisory (plan) | $38,947 |
| Alliance Pension Consultants, Llc | Recordkeeping, Consulting (pension) | $10,529 |
| Charles Schwab & Co., Inc | Custodial (other) | $1,638 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $0 |