AUMdb

Arcadia Retirement Residence 403(b) Plan

Sponsored by Arcadia Retirement Residence · EIN 990256226 · Plan #001

Total assets
$52.4M
Net assets
$52.4M
Active participants
600
With balances
768

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $25,768
Reliastar Life Insurance Company Recordkeeping fees $0