Chicago Family Health Center, Inc. Employees Savings Trust
Sponsored by Chicago Family Health Center, Inc. · EIN 362893854 · Plan #002
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 90
- With balances
- 127
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co., Inc. | Investment advisory (plan), Direct payment from the plan | $16,602 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $13,515 |