Anderson Healthcare 403(b) Plan
Sponsored by Anderson Healthcare · EIN 370662561 · Plan #002
- Total assets
- $93.9M
- Net assets
- $93.9M
- Active participants
- 1,640
- With balances
- 1,815
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 |
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 | $85,810 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $27,072 |