AUMdb

Section 403(b) Retirement Plan For Hudson Valley Hospice

Sponsored by Hudson Valley Hospice · EIN 141638619 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
376
With balances
426

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Healthcare Community Securities Cor Recordkeeping, Trustee (institutional), Participant loan processing $29,649
Healthcare Community Securities Cor Recordkeeping fees $23,132