The Road Home 403(b)(7) Retirement Plan
Sponsored by The Road Home · EIN 870212465 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 356
- With balances
- 332
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $40,940 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $20,659 |