AUMdb

403(b) Thrift Plan Of Mountainlands Community Health Center

Sponsored by Mountainlands Community Health Center · EIN 870515716 · Plan #001

Total assets
$15.1M
Net assets
$15.1M
Active participants
197
With balances
277

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

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
Pcs Retirement Contract administrator, Recordkeeping $57,213
Soltis Investment Advisors Other fees $14,027
Squire & Company Accounting $9,000
Voya Retirement Insurance & Annuity Recordkeeping fees $2,500
Soltis Investment Advisors, Llc Other fees $0