AUMdb

Iberia Comprehensive Community Health Center, Inc 401(k) Plan And Trust

Sponsored by Iberia Comprehensive Community Health Center, Inc. · EIN 582164455 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
163
With balances
142

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $35,569
Wilshire Associates, Inc. Investment advisory (participants) $2,307
John Hancock Life Insurance Company Recordkeeping $950