AUMdb

Community Health Center Of Cape Cod 403(b) Plan

Sponsored by Community Health Center Of Cape Cod 403(b) Plan · EIN 043370560 · Plan #001

Total assets
$19.5M
Net assets
$19.5M
Active participants
229
With balances
355

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Financial Engines Advisors L.L.C. CRD 104510 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edelman Financial Engines, Llc Contract administrator, Recordkeeping, Investment management $108,899
Empower Annuity Insurance Company Recordkeeping fees $260