AUMdb

Full Circle Health, Inc. 403(b)

Sponsored by Full Circle Health, Inc. · EIN 205934739 · Plan #001

Total assets
$32.9M
Net assets
$32.9M
Active participants
517
With balances
482

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

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
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $45,951