Nazareth Living Center 403 B Plan
Sponsored by Nazareth Living Center · EIN 431450394 · Plan #002
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 266
- With balances
- 270
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Perceptive Edge Investment Management, Inc. CRD 119436 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Accounting, Claims processing, Recordkeeping | $12,764 |
| Perceptive Edge Investment Manageme | Investment advisory (plan), Consulting fees | $2,500 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $80 |