AUMdb

Refuah Health Center, Inc. 403(b) Plan

Sponsored by Refuah Health Center, Inc. · EIN 133652555 · Plan #003

Total assets
$13.5M
Net assets
$13.5M
Active participants
591
With balances
161

Plan year beginning 01/01/2024 · Default investment account (QDIA), 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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Life & Annuity Insurance Co Recordkeeping fees $59,421
Empower Advisory Group, Llc Investment management $2,134
Intac Actuarial Services, Inc. Contract administrator $1,450
Lpl Financial Corporation Other commissions $0