Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan
Sponsored by Clinicas De Salud Del Pueblo, Inc. · EIN 952657324 · Plan #002
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 649
- With balances
- 437
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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) | $76,398 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $72,088 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |