Sfvcmhc, Inc. 403(b) Plan
Sponsored by San Fernando Valley Community Mental Health Center, Inc. · EIN 956194487 · Plan #003
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 417
- With balances
- 418
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $77,282 |
| Independent Financial Group, Llc | Investment advisory (plan), Consulting fees | $62,648 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |