Escambia Community Clinics, Inc. Dba Community Health Northwest Florida Retirement Plan
Sponsored by Escambia Community Clinics, Inc. · EIN 593105246 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 242
- With balances
- 628
Plan year beginning 01/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hancock Whitney Bank | Recordkeeping, Trustee (institutional), Shareholder servicing fees | $47,439 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |