Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)
Sponsored by Outer Cape Health Services, Inc. · EIN 042509828 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 208
- With balances
- 154
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Hays Financial Group, Llc | Investment advisory (plan) | $33,404 |
| Empower Advisory Group, Llc | Investment management | $2,965 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,838 |