AUMdb

Blanchard Valley Health System 403(b) Plan

Sponsored by Blanchard Valley Health System · EIN 344428206 · Plan #002

Total assets
$243M
Net assets
$243M
Active participants
3,392
With balances
2,572

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
Highland Consulting Associates Inc. CRD 109834 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $245,385
Highland Consulting Associates Consulting (pension), Investment advisory (plan) $100,976
Forvis, Llp Accounting $17,351