Comprehensive Mental Health Center Of Tacoma Pierce County 403 (B) Retirement Plan
Sponsored by Comprehensive Mental Health Center Of Tacoma Pierce County · EIN 910854239 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 267
- With balances
- 199
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $21,976 |
| Capfinancial Partners Llc | Investment advisory (plan) | $12,000 |
| Pentegra Services, Inc | Contract administrator | $3,401 |
| Trutina Financial | Investment advisory (plan) | $2,652 |