Marana Health Center, Inc. 403 B Plan
Sponsored by Marana Health Center, Inc. · EIN 866053462 · Plan #001
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 740
- With balances
- 816
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Trustee (institutional), Participant loan processing | $74,013 |
| Commonwealth Financial Network | Investment advisory (participants) | $28,465 |
| Norton Retirement Services,Inc. | Contract administrator | $22,722 |