Kitsap Mental Health Services 403(b) Retirement Plan
Sponsored by Kitsap Mental Health Services · EIN 911020106 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 602
- With balances
- 688
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $91,821 |
| Cascade 401(k) Consultants, Llc | Contract administrator, Direct payment from the plan, Other services | $11,147 |
| Lincoln National Corporation | Contract administrator | $275 |
| Lpl Financial Llc Rpcp | Investment advisory (plan), Other fees | $0 |