AUMdb

Didi Hirsch Mental Health Services Retirement Plan

Sponsored by Didi Hirsch Mental Health Services · EIN 951816023 · Plan #001

Total assets
$43.9M
Net assets
$43.9M
Active participants
774
With balances
542

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Didi Hirsch Mental Health Services Other fees $11,775
Sageview Advisory Group, Llc Investment advisory (plan), Other fees $0