AUMdb

Employee Benefits Plan Of Whittier Street Health Center Committee, Inc.

Sponsored by Whittier Street Health Center Committee, Inc. · EIN 042619517 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
190
With balances
268

Plan year beginning 07/01/2024 · Money purchase, 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
Risk Paradigm Group, Llc CRD 155870 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $25,747
Risk Paradigm Group, Llc Investment advisory (plan), Other fees $0