Oneida Healthcare Center 403(b) Plan
Sponsored by Oneida Healthcare Center · EIN 161492011 · Plan #002
- Total assets
- $75.8M
- Net assets
- $75.8M
- Active participants
- 1,149
- With balances
- 1,058
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan), Direct payment from the plan | $157,888 |
| Bpas Tpa Servces | Accounting, Trustee (individual) | $27,000 |
| Transamerica Retirement Solutions | Shareholder servicing fees, Distribution (12b-1) fees, Finders' fees/placement fees | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |