Community Health Centers Of Burlington Retirement Plan
Sponsored by Community Health Centers Of Burlington, Inc. · EIN 237182584 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 338
- With balances
- 481
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment management | $63,433 |
| The Vanguard Group, Inc. | Recordkeeping | $36,248 |
| Setaway, Llc | Other services | $3,300 |
| Ascensus Llc | Recordkeeping fees | $0 |