AUMdb

Northeast Valley Health Corporation 403(b) Plan

Sponsored by Northeast Valley Health Corporation · EIN 237120632 · Plan #001

Total assets
$97.9M
Net assets
$97.9M
Active participants
1,259
With balances
1,992

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

Linked investment advisers

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

Firm Match Plan year
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Valic Retirement Service Company Custodial (securities), Investment management, Legal $174,630
Variable Annuity Life Insurance Co Custodial (securities), Investment advisory (participants), Investment management $10,661