Greater Nashua Mental Health 403(b) Plan
Sponsored by Community Council Of Nashua, Nh · EIN 020222121 · Plan #002
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 263
- With balances
- 226
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).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $43,698 |
| Commonwealth Financial Network | Investment advisory (plan), Consulting fees | $10,671 |
| Raymond James Financial Services | Investment advisory (plan), Consulting fees | $10,604 |
| Charles Schwab Trust | Custodial (securities), Shareholder servicing fees | $0 |