AUMdb

Berks Community Health Center 401(k) Profit Sharing Plan & Trust

Sponsored by Berks Community Health Center · EIN 273795179 · Plan #001

Total assets
$2.3M
Net assets
$2.3M
Active participants
93
With balances
115

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Northeast Financial Group, Inc. CRD 122609 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Penserv Plan Services, Inc. Recordkeeping, Recordkeeping fees $13,932
Northeast Financial Group Recordkeeping, Investment management $10,550