Zufall Health Center 403(b) Plan
Sponsored by Zufall Health Center · EIN 223125397 · Plan #001 · Dover, NJ
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 525
- With balances
- 546
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $43,300 |
| Aurora Private Wealth, Inc. | Investment advisory (plan), Other fees | $0 |
| Alera Investment Advisors, Inc. | Investment advisory (plan), Other fees | $0 |
| Federation Pension Bureau, Inc. | Other services, Other fees | $0 |