Clatsop Behavioral Healthcare 403(b) Plan
Sponsored by Clatsop Behavioral Healthcare · EIN 930513669 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 148
- With balances
- 161
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 |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $10,025 |
| Variable Annuity Life Insurance Co | Investment advisory (participants) | $4,301 |
| Carruth Compliance Consulting Inc | Contract administrator | $3,426 |
| Envestnet Retirement Solutions, Llc | Other fees | $457 |
| Usi Consulting Group Inc | Contract administrator | $220 |
| Usi Securities Inc | Other commissions | $0 |