AUMdb

Moses Lake Community Health Center 401(k) Plan

Sponsored by Moses Lake Community Health Center · EIN 911537371 · Plan #002

Total assets
$27.0M
Net assets
$27.0M
Active participants
337
With balances
314

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (participants), Investment advisory (plan) $54,965
Northwest Plan Services Recordkeeping, Participant loan processing, Sub-transfer agency fees $35,361
Matrix Trust Custodial (securities), Trustee (institutional), Trustee (directed) $7,862