AUMdb

Santa Rosa Community Health Centers 403(b) Plan

Sponsored by Santa Rosa Community Health Centers · EIN 680365296 · Plan #001

Total assets
$34.2M
Net assets
$34.2M
Active participants
321
With balances
562

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Exchange Bank Trustee (institutional) $7,600