AUMdb

Spanish Peaks Healthcare Systems 403(b) Plan

Sponsored by Spanish Peaks Healthcare Systems, Inc · EIN 841157827 · Plan #001

Total assets
$21.8M
Net assets
$21.8M
Active participants
478
With balances
394

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

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
Newport Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $45,593
Hub International Investment advisory (plan), Direct payment from the plan $39,163