Ingleside 401(k) Plan
Sponsored by Westminster Ingleside King Farm Presbyterian Rtrmt Communities, Inc. · EIN 453825159 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 812
- With balances
- 516
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 |
|---|---|---|
| Greenspring Advisors, Llc | Recordkeeping, Trustee (institutional), Other services | $39,386 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $38,397 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees | $0 |