Apicha Community Health Center 403(b) Retirement Savings Plan
Sponsored by Apicha Community Health Center · EIN 133706365 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 126
- With balances
- 149
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Retirement Advantage, Inc. | Contract administrator, Direct payment from the plan, Other services | $26,530 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $26,530 |
| Equitable Advisors, Llc. | Investment advisory (plan), Other fees | $0 |