Fenway Community Health Center, Inc. Tax Sheltered Annuity And Profit Sharing Plan
Sponsored by Fenway Community Health Center, Inc. · EIN 042510564 · Plan #002
- Total assets
- $72.4M
- Net assets
- $72.4M
- Active participants
- 411
- With balances
- 895
Plan year beginning 07/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | 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 | $136,508 |
| Global Retirement Partners | Consulting (general), Other fees | $0 |
| The Angell Pension Group Inc | Other services, Other fees, Contract administrator | $0 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Other fees | $0 |