AUMdb

Omni Family Health 403(b) Plan

Sponsored by Omni Family Health · EIN 953218000 · Plan #002

Total assets
$39.8M
Net assets
$39.8M
Active participants
917
With balances
1,044

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
Nationwide Recordkeeping, Other services, Sub-transfer agency fees $211,575
Raymond James Fin Serv Advisor Other commissions $124,008
Nexus Administrators, Inc. Contract administrator, Participant loan processing, Recordkeeping fees $14,850