Family Health Center Of Worcester, Inc. 403(b) Plan
Sponsored by Family Health Center Of Worcester, Inc. · EIN 042485308 · Plan #002
- Total assets
- $13.2M
- Net assets
- $13.1M
- Active participants
- 486
- With balances
- 555
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $1,014 |
| Morningstar Investment Management | Investment advisory (participants) | $201 |
| Nfp Retirement, Inc. | Other fees | $0 |
| Economic Group Pension Services | Other services | $0 |