AUMdb

Lincoln Community Health Center, Inc. Retirement Plan

Sponsored by Lincoln Community Health Center, Inc. · EIN 561031244 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
224
With balances
245

Plan year beginning 07/01/2024 · Money purchase, 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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

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 $29,072
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Other fees $0