Charles Drew Health Center, Inc. 401(k) Retirement Plan
Sponsored by Charles Drew Health Center, Inc. · EIN 470666715 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 177
- With balances
- 130
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Evergreen Capital Management Llc CRD 104931 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Evergreen Capital Management | Investment advisory (plan), Direct payment from the plan | $30,723 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $5,811 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 09/01/2024 | $6.7M | 177 | ack 20260612093156NAL0005839761001 |
| 09/01/2021 | $6.0M | 166 | ack 20250723104431NAL0001936339001 |