Retirement Income Security Plan Telos Rtc
Sponsored by Telos Residential Treatment Center, Llc · EIN 200849476 · Plan #003
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 138
- With balances
- 174
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 |
|---|---|---|
| The Norden Group Llc CRD 323988 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $13,367 |
| The Norden Group | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $9,497 |
| Healthequity Retirement Services, L | Claims processing, Plan administrator, Investment advisory (plan) | $7,159 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $513 |