Brio Living Services 403(b) Plan
Sponsored by United Methodist Retirement Communities, Inc. · EIN 381366908 · Plan #001
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 1,389
- With balances
- 784
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Other services, Investment management fees (direct), Recordkeeping fees | $117,704 |
| Lpl Financial Llc Rpcp | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $64,869 |
| Doeren Mayhew Advisors Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $56,261 |
| Iron Co Fid Comprehensive | Investment management, Investment management fees (direct) | $14,459 |