Chase Brexton Health Services, Inc. 403(b) Plan
Sponsored by Chase Brexton Health Services, Inc. · EIN 521638592 · Plan #001
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 585
- With balances
- 685
Plan year beginning 01/01/2024 · 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $140,263 |
| Cbiz Benefits & Insurance Services | Other services, Other fees, Contract administrator | $300 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |