AUMdb

Wickenburg Community Hospital 403(b) Retirement Plan

Sponsored by Community Hospital Assoc Inc · EIN 860096775 · Plan #002

Total assets
$6.4M
Net assets
$6.4M
Active participants
269
With balances
231

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
Wealth Management Partners, Llc CRD 309790 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wealth Management Partners Investment advisory (participants), Investment advisory (plan) $20,144
Newport Group, Inc. Recordkeeping, Contract administrator, Trustee (institutional) $16,940