AUMdb

Humboldt Park Health Retirement Plan

Sponsored by Humboldt Park Health · EIN 361564290 · Plan #001

Total assets
$22.8M
Net assets
$22.8M
Active participants
49
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Centric Wealth Management, Llc CRD 133877 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 $142,260
Centric Wealth Management, Llc Investment advisory (plan), Other fees $0