AUMdb

Comhar 403(b) Retirement Savings Plan

Sponsored by Comhar, Inc. · EIN 237418921 · Plan #002

Total assets
$12.3M
Net assets
$12.3M
Active participants
469
With balances
487

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
Bcg Securities, Inc. CRD 70 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $115,421
Bcg Securities Inc Investment advisory (plan), Other fees $0