Legacy Community Health Services, Inc. 403(b) Plan
Sponsored by Legacy Community Health Services, Inc. · EIN 760009637 · Plan #001
- Total assets
- $74.0M
- Net assets
- $74.0M
- Active participants
- 1,818
- With balances
- 2,044
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $212,251 |
| Ubs Financial Services Inc | Investment advisory (plan) | $161,650 |
| Empower Advisory Group, Llc | Investment management | $2,905 |