United Community Health Center 403(b) Plan
Sponsored by United Community Health Center Maria Auxiliadora, Inc. · EIN 942905416 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 161
- With balances
- 138
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).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $52,804 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Other fees | $0 |