Conner Prairie Museum Inc. Erisa 403 B Plan
Sponsored by Conner Prairie Museum Inc. · EIN 203402627 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 429
- With balances
- 218
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Llc CRD 307562 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Inv | Investment advisory (participants), Investment advisory (plan), Investment management | $21,283 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $920 |