Conservation Legacy 403(b) Retirement Plan
Sponsored by Conservation Legacy · EIN 841450808 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 325
- With balances
- 126
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | 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) | $17,189 |
| Independent Financial Group, Llc | Investment advisory (plan), Consulting fees | $12,543 |