Emerald Heights 403(b) Plan
Sponsored by Eastside Retirement Association Dba Emerald Heights · EIN 911261904 · Plan #002
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 496
- With balances
- 229
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Plan Services, Inc | Recordkeeping, Consulting (general), Participant loan processing | $25,749 |
| Matrix Trust Company | Custodial (securities), Direct payment from the plan | $5,988 |