Hackley Community Care Center, Inc. 403(b) Plan
Sponsored by Hackley Community Care Center, Inc. · EIN 383014011 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 299
- With balances
- 341
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $48,693 |
| Raymond James Financial Services | Investment advisory (plan), Consulting fees | $43,061 |
| Schwab | Custodial (securities), Shareholder servicing fees | $0 |