Champlain Valley Physicians Hospital 403(b) Retirement Savings Plan
Sponsored by Champlain Valley Physicians Hospital · EIN 141338471 · Plan #001
- Total assets
- $335M
- Net assets
- $335M
- Active participants
- 2,570
- With balances
- 2,955
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping, Direct payment from the plan | $161,410 |
| Strategic Advisors, Inc | Consulting (general), Direct payment from the plan | $71,624 |
| Mcsoley Mccoy & Co | Accounting, Direct payment from the plan | $15,000 |
| Capfinancial Partners | Investment advisory (plan), Direct payment from the plan | $14,936 |