City Harvest Inc. 403(b) Plan
Sponsored by City Harvest Inc. · EIN 133170676 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 184
- With balances
- 307
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 |
|---|---|---|
| Merit Financial Group, Llc CRD 142457 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merit Financial Advisors | Investment advisory (plan), Direct payment from the plan | $37,749 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,539 |
| Retirement Planners & Administrator | Contract administrator, Direct payment from the plan, Other services | $6,345 |