AUMdb

Gifford Health Care, Inc. 403(b) Retirement Plan

Sponsored by Gifford Health Care, Inc. · EIN 460938716 · Plan #002

Total assets
$74.1M
Net assets
$74.1M
Active participants
636
With balances
1,247

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
New England Retirement Consultants, Llc CRD 141573 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $51,764
New England Retirement Consultants Investment advisory (plan), Direct payment from the plan $49,439