Bristol Hospital & Health Care Group 403(b) Plan
Sponsored by Bristol Hospital & Health Care · EIN 222577726 · Plan #002
- Total assets
- $85.1M
- Net assets
- $85.1M
- Active participants
- 2,051
- With balances
- 1,915
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $75,430 |
| Creative Planning Llc | Investment advisory (plan) | $45,000 |