Fall River Health Services 403(b) Plan
Sponsored by Fall River Health Services · EIN 460450523 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 215
- With balances
- 126
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).
| Firm | Match | Plan year |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Definiti, Llc | Contract administrator, Recordkeeping, Participant communication | $4,700 |
| Nationwide | Recordkeeping, Custodial (other), Participant communication | $1,808 |
| Ameriprise Financial Services | Investment management | $0 |