AUMdb

Camarena Health 403(b) Retirement Plan

Sponsored by Camarena Health · EIN 942503904 · Plan #001

Total assets
$18.3M
Net assets
$18.3M
Active participants
631
With balances
445

Plan year beginning 01/01/2024 · 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
Ameriprise Financial Services, Llc CRD 6363 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 $41,848
Nexus Administrators Inc Contract administrator, Other services, Direct payment from the plan $11,289
Nfp Retirement Inc Investment advisory (plan), Other services, Other fees $0
Ameriprise Financial Services Inc Investment advisory (plan), Other fees $0