AUMdb

Southwestern Vermont Health Care 403(b)

Sponsored by Southwestern Vermont Health Care · EIN 030179435 · Plan #002

Total assets
$80.1M
Net assets
$80.1M
Active participants
1,254
With balances
1,416

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $159,386