AUMdb

Health Center Partners 403(b) Plan

Sponsored by Council Of Community Clinics Dba Health Center Partners Of Southern Ca · EIN 953008850 · Plan #002

Total assets
$13.8M
Net assets
$13.8M
Active participants
133
With balances
179

Plan year beginning 01/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Co Of Am Recordkeeping fees $23,597
Empower Advisory Group, Llc Investment management $7,839
Actuarial Benefits Corp Contract administrator $5,878