Tri State Community Health Center Tax Sheltered Savings Plan
Sponsored by Tri State Community Health Center · EIN 521516829 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 155
- With balances
- 244
Plan year beginning 01/01/2024 · Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping fees, Trustee (institutional), Account maintenance fees | $39,164 |
| Proaccount | Investment advisory (participants) | $9,682 |
| Wilshire Associates Inc. | Investment advisory (participants) | $4,491 |
| Cbiz Benefits & Insurance Services | Plan administrator, Recordkeeping fees | $2,349 |
| Nationwide | Recordkeeping fees, Account maintenance fees, Participant loan processing | $898 |
| Rbc Capital Markets Llc | Investment advisory (participants), Investment management fees (direct), Investment management fees (indirect) | $0 |