AUMdb

Stanford Health Care Tri Valley Defined Contribution Retirement Plan

Sponsored by Stanford Health Care Tri Valley · EIN 941429628 · Plan #003

Total assets
$43.5M
Net assets
$43.5M
Active participants
742
With balances
1,026

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
Fid Inv Inst Ops Co Recordkeeping, Participant loan processing, Sub-transfer agency fees $50,637