Shasta Community Health Center 403(b) Plan
Sponsored by Shasta Community Health Center · EIN 680165855 · Plan #002
- Total assets
- $34.0M
- Net assets
- $34.0M
- Active participants
- 506
- With balances
- 634
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $53,471 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $51,553 |
| Morningstar Inc Dba Morningstar Ass | Other fees | $6,711 |
| Empower Advisory Group, Llc | Investment management | $4,074 |