Community Health Centers Of The Rutland Region 403(b) Retirement Plan
Sponsored by Community Health Centers Of The Rutland Region · EIN 221179701 · Plan #001
- Total assets
- $41.7M
- Net assets
- $41.7M
- Active participants
- 421
- With balances
- 496
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Equity Services, Inc. CRD 265 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $52,578 |
| Equity Services Inc | Investment advisory (plan) | $39,166 |
| Richards Incorporated Trg Investmen | Investment advisory (plan) | $14,683 |