Aeh 403(b)plan
Sponsored by Aaron E. Henry Community Health Services Center, Inc. · EIN 640624495 · Plan #002
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 156
- With balances
- 106
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 |
|---|---|---|
| Barnes Pettey Financial Advisors, Llc CRD 142944 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Barnes Pettey Financial Advisors Ll | Investment advisory (plan) | $5,539 |
| Hub International Midwest Ltd Dba H | Contract administrator | $4,837 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,383 |