Tri Valley Health System Retirement Plan
Sponsored by Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System · EIN 476028103 · Plan #003
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 187
- With balances
- 217
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Financial Solutions, Inc. CRD 16678 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Financial Solutions Inc | Investment advisory (plan), Other fees | $46,853 |
| T. Rowe Price | Recordkeeping | $3,460 |