The Village Network 403(b) Plan
Sponsored by The Village Network · EIN 340768857 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 485
- With balances
- 623
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cuna Mutual | Investment advisory (participants), Other insurance fees and expenses | $38,828 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $21,400 |
| Gallagher Fiduciary Services, Llc | Investment advisory (participants) | $19,201 |
| Lincoln National Corp. (Cr27710) | Contract administrator | $725 |
| Lincoln National Corp.(Ex27710) | Contract administrator | $225 |
| Kestra Investment Services, Llc | Investment advisory (participants) | $0 |