Portland Community Health Center 403(b) Plan
Sponsored by Portland Community Health Center · EIN 454960453 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 175
- With balances
- 160
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $22,340 |
| The Tpa Experts | Accounting, Actuarial, Consulting (pension) | $975 |
| Capital Group Retirement Plan Serv | Recordkeeping, Investment management, Participant loan processing | $375 |