Southeastern Behavioral Healthcare 403(b) Plan
Sponsored by Southeastern Behavioral Healthcare · EIN 460232306 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 277
- With balances
- 236
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ria Advisory Group, Llc CRD 152566 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $34,589 |
| Ria Advisory Group Llc | Investment advisory (plan), Direct payment from the plan | $11,456 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |