Nazareth Living Center Profit Sharing Plan
Sponsored by Nazareth Living Center · EIN 431450394 · Plan #001
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 292
- With balances
- 155
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 | Claims processing, Recordkeeping, Custodial (other) | $8,598 |
| Perceptive Edge Investment Manageme | Investment advisory (plan), Consulting fees | $1,750 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $80 |