AUMdb

Holyoke Health Center, Inc. 403(b) Plan

Sponsored by Holyoke Health Center, Inc. · EIN 042492730 · Plan #002

Total assets
$16.6M
Net assets
$16.6M
Active participants
400
With balances
398

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Retirement Plan Company, Llc Contract administrator $6,107
Empower Advisory Group, Llc Investment management $3,543
Empower Annuity Insurance Company O Recordkeeping fees $3,388
Pasi, Llc Contract administrator $2,850