Easter Seals Delaware & Marylands Eastern Shore Retirement Plan
Sponsored by Easter Seals Delaware & Marylands Eastern Shore · EIN 510066728 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 330
- With balances
- 276
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | 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 | $17,856 |
| Atlantic Pension Services | Contract administrator, Direct payment from the plan, Other services | $8,050 |
| Rkg Packaged Retirement Solutions | Other fees | $293 |
| Voya Retirement Insurance And Annui | Investment advisory (plan) | $162 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |