Public Health Institute 403(b) Retirement Plan
Sponsored by Public Health Institute · EIN 941646278 · Plan #002
- Total assets
- $276M
- Net assets
- $276M
- Active participants
- 899
- With balances
- 2,273
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Fiduciary Benefits Group CRD 326204 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Benefits Group, Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $407,540 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $119,120 |
| Crowe Llp | Accounting, Direct payment from the plan | $19,425 |