AUMdb

Community Health Centers Of The Central Coast, Inc. 403(b) Savings Plan

Sponsored by Community Health Centers Of The Central Coast, Inc. · EIN 953253302 · Plan #003

Total assets
$7.5M
Net assets
$7.5M
Active participants
932
With balances
1,034

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $29,410
Lpl Financial Corporation Rpcp Investment advisory (plan), Consulting fees $10,425