Lasting Change, Inc. 403(b) Plan
Sponsored by Lasting Change, Inc. · EIN 351167389 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 485
- With balances
- 316
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial Corporation | Investment advisory (participants), Investment advisory (plan), Investment management | $35,992 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $31,280 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $4,102 |