AUMdb

Clark Fork Valley Hospital 403(b) Plan

Sponsored by Plains Hospital, Inc. · EIN 810475376 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
243
With balances
131

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Investment advisory (plan) $42,991
Randall & Hurley, Inc. Contract administrator $11,729
Capital Group Retirement Plan Servi Recordkeeping fees $969