Norwood Life Society Employees' Retirement Plan
Sponsored by Norwood Life Society · EIN 562663863 · Plan #002
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 245
- With balances
- 159
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Captrust | Consulting (general), Direct payment from the plan | $34,532 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $32,524 |