AUMdb

Neighborhealth 403(b) Plan

Sponsored by Neighborhealth · EIN 237425849 · Plan #001

Total assets
$31.2M
Net assets
$31.2M
Active participants
169
With balances
275

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

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
Empower Annuity Ins. Co. Of America Direct payment from the plan, Recordkeeping fees $42,852
Cambridge Investment Research Securities brokerage, Other fees $20,982
Aegis Retirement Partners Contract administrator, Consulting (pension), Participant loan processing $15,000