Utah Navajo Health System, Inc. 403(b) Plan
Sponsored by Utah Navajo Health System, Inc. · EIN 870560763 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 515
- With balances
- 713
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).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping | $84,808 |
| Wc Administrators, Llc | Plan administrator | $52,060 |
| Lpl Financial Llc | Investment advisory (participants) | $35,104 |
| Leafhouse Financial | Investment advisory (plan) | $15,522 |