AUMdb

Livingston Community Health 403(b) Plan

Sponsored by Livingston Community Health · EIN 941719656 · Plan #002

Total assets
$5.8M
Net assets
$5.8M
Active participants
232
With balances
253

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Multnomah Group, Inc. CRD 132131 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 $31,035
Multnomah Group Inc Investment advisory (plan), Direct payment from the plan $11,554
Multnomah Group, Inc. Investment advisory (plan), Direct payment from the plan $5,637