Peach Tree Healthcare 403(b) Plan
Sponsored by Peach Tree Healthcare · EIN 680371679 · Plan #002
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 254
- With balances
- 477
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corporation Rpcp | Investment advisory (plan), Consulting fees | $28,145 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $26,558 |