AUMdb

Albany Area Primary Healthcare, Inc. 403(b) Plan

Sponsored by Albany Area Primary Healthcare, Inc. · EIN 581344015 · Plan #001

Total assets
$30.0M
Net assets
$30.0M
Active participants
373
With balances
484

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

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
Raymond James And Asso Inc Investment advisory (participants), Investment advisory (plan), Investment management $57,685
American United Life Insurance Co Recordkeeping, Direct payment from the plan, Other insurance wrap fees $10,275