AUMdb

Blackstone Valley Community Health Care Retirement Plan

Sponsored by Blackstone Valley Community Health Care, Inc. · EIN 510183476 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
248
With balances
208

Plan year beginning 01/01/2024 · Money purchase, 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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Participant loan processing $31,199
Strategic Advisors, Inc Investment advisory (plan) $2,825