4 C Health Retirement Plan
Sponsored by Four County Comprehensive Mental Health Center, Inc. · EIN 351362298 · Plan #002
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 472
- With balances
- 556
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial Corp | Investment advisory (participants), Investment management fees (direct), Investment advisory (plan) | $41,693 |
| Latitude Service Company, Inc | Other services, Other fees, Direct payment from the plan | $39,685 |
| North American Ktrade Alliance, Llc | Custodial (securities), Investment management, Recordkeeping fees | $29,016 |
| Charles Schwab Trust Bank | Custodial (other), Other investment fees and expenses | $0 |