AUMdb

Mission Neighborhood Health Center 401(k) Profit Sharing Plan

Sponsored by Mission Neighborhood Health Center · EIN 942284365 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
210
With balances
242

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $24,500
Onedigital Investment Advisors Investment advisory (plan), Direct payment from the plan $21,697
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0