AUMdb

Cmh, Inc. 403(b)

Sponsored by Community Memorial Hospital · EIN 150548010 · Plan #002

Total assets
$15.6M
Net assets
$15.5M
Active participants
400
With balances
517

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nbt Bancorp Na Trustee (institutional) $2,295
Epic Retirement Plan Services Recordkeeping, Participant communication $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Charles Schwab Trust Bank Custodial (securities), Float revenue $0