Access Community Health Network Retirement Savings Plan
Sponsored by Access Community Health Network · EIN 363317058 · Plan #001
- Total assets
- $71.6M
- Net assets
- $71.6M
- Active participants
- 1,071
- With balances
- 1,382
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Investment advisory (plan) | $160,737 |
| Creative Planning, Llc | Investment advisory (participants) | $43,926 |
| Mesirow Financial Investment Mgmt | Investment advisory (plan) | $13,926 |
| Morningstar | Investment advisory (participants) | $5,117 |