Humboldt Senior Resource Center 403(b) Plan
Sponsored by Humboldt Senior Resource Center Incorporated · EIN 942261434 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 255
- With balances
- 272
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Premier Financial Group Inc CRD 107314 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Premier Financial Group | Investment advisory (plan) | $10,736 |
| Newport Group | Recordkeeping, Custodial (securities) | $6,039 |
| Peery & Associates, Inc. | Contract administrator | $4,000 |