Cumberland Healthcare 403(b) Plan
Sponsored by Cumberland Healthcare · EIN 390831153 · Plan #003
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 236
- With balances
- 274
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $64,883 |
| American Portfolios Advisors, Inc | Investment advisory (plan), Other fees | $0 |
| Osaic Wealth Inc | Investment advisory (plan), Other fees | $0 |