Heritage Valley Health System 403(b) Plan
Sponsored by Valley Medical Facilities, Inc. · EIN 251801532 · Plan #005
- Total assets
- $372M
- Net assets
- $372M
- Active participants
- 2,664
- With balances
- 3,727
Plan year beginning 01/01/2024 · Automatic enrollment, 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 |
|---|---|---|
| Retirement Resources Investment Corporation CRD 47723 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $344,237 |
| Retirement Resources Investment Gro | Investment advisory (plan), Direct payment from the plan | $120,000 |