Erie Family Health Center 401(k) Plan
Sponsored by Erie Family Health Center · EIN 363088628 · Plan #002
- Total assets
- $41.6M
- Net assets
- $41.6M
- Active participants
- 808
- With balances
- 686
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | 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 | $101,163 |
| Wintrust Investments Llc | Investment advisory (plan), Direct payment from the plan | $53,970 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $42,246 |