Center For Health Care Strategies 403(b) Retirement Plan
Sponsored by Center For Health Care Strategies, Inc. · EIN 223375015 · Plan #003
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 72
- With balances
- 144
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| World Investment Advisors | Other commissions | $23,118 |
| The Vanguard Group, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $10,623 |
| Pensionmark Financial Group Llc | Other commissions | $6,986 |
| The Mandmarblestone Group Llc | Legal, Direct payment from the plan | $2,090 |