Canyonlands Community Health Care 403(b) Plan
Sponsored by Canyonlands Community Health Care · EIN 860350153 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 200
- With balances
- 117
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Edward D. Jones & Co., L.P. CRD 250 | 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 | $29,382 |
| Fisher Asset Management | Investment advisory (plan), Direct payment from the plan, Other fees | $17,799 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |