Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan
Sponsored by Upper Midwest Organ Procurement Organization Inc. Dba Lifesource · EIN 363584029 · Plan #002
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 235
- With balances
- 359
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 |
|---|---|---|
| Tax Sheltered Compensation Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,000 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,830 |