Copley Health Systems, Inc. 403(b) Retirement Plan
Sponsored by Copley Health Systems, Inc. · EIN 030301457 · Plan #002
- Total assets
- $51.1M
- Net assets
- $51.1M
- Active participants
- 638
- With balances
- 691
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Trm Advisors Lp CRD 321278 | fuzzy_auto · 96% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trg Advisors, Inc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $42,595 |
| T Rowe Price Rps Inc | Recordkeeping, Custodial (other), Custodial (securities) | $24,247 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $150 |