AUMdb

Northland Counseling Center, Inc.403(b) Plan

Sponsored by Northland Counseling Center, Inc. · EIN 410859738 · Plan #001

Total assets
$5.0M
Net assets
$5.0M
Active participants
284
With balances
145

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Impact Retirement Advisors, Llc CRD 330475 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Benefit Plans Admin Services, Inc. Recordkeeping, Consulting (general), Participant loan processing $29,097
Impact Retirement Advisors Investment advisory (plan), Named fiduciary, Direct payment from the plan $5,316