Spring Grove Cemetery And Arboretum 401(k) Profit Sharing Plan
Sponsored by Spring Grove Cemetery And Arboretum · EIN 310235950 · Plan #003
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 150
- With balances
- 202
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Company | Investment advisory (plan) | $37,557 |
| Transamerica Life Insurance Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $25,898 |
| M2 B Retirement Consulting, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,450 |
| Mesirow Financial, Inc | Investment advisory (plan) | $3,033 |