Scenic Living Communities, Inc. 401(k) Plan
Sponsored by Scenic Living Communities, Inc. · EIN 421019567 · Plan #001
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 101
- With balances
- 123
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Prevail Innovative Wealth Advisors, Llc CRD 288641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Ins. Co. | Contract administrator, Direct payment from the plan, Recordkeeping fees | $14,934 |
| Prevail Innovative Wealth Advisors | Investment advisory (plan) | $2,500 |
| Empower Annuity Insurance Co | Recordkeeping fees | $702 |
| Erisa Services Midwest Llc | Contract administrator | $300 |
| Advised Assets Group, Llc | Investment management | $2 |