AUMdb

Partners National Health Plans Of Nc, Inc. Target Benefit Pension Plan

Sponsored by Blue Cross And Blue Shield Of North Carolina · EIN 560894904 · Plan #004

Total assets
$1.1M
Net assets
$1.1M
Active participants
102
With balances
225

Plan year beginning 01/01/2024 · Target benefit, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Financial Avengers, Inc. CRD 119636 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Greer Walker Accounting $2,702
Financial Engines Investment advisory (plan) $561
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $0