AUMdb

By The Bay Health 403(b) Plan

Sponsored by Hospice By The Bay · EIN 942890791 · Plan #001

Total assets
$34.2M
Net assets
$34.2M
Active participants
381
With balances
590

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping, Participant loan processing $14,727