Comprehensive Healthcare 403(b) Plan
Sponsored by Comprehensive Healthcare · EIN 911043304 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 729
- With balances
- 471
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Participant communication | $24,851 |
| Nwps | Other fees | $18,453 |
| Matrix Trust Company | Custodial (other), Trustee (institutional), Trustee (directed) | $3,498 |