Peninsula United Methodist Homes, Inc. 401(k) Plan
Sponsored by Acts Retirement Life Communities, Inc. · EIN 231900132 · Plan #003
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 260
- With balances
- 131
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $12,441 |
| Mma Securities | Consulting fees | $5,924 |