AUMdb

Gay Men's Health Crisis 403(b) Plan

Sponsored by Gay Men's Health Crisis, Inc. · EIN 133130146 · Plan #002

Total assets
$6.1M
Net assets
$6.1M
Active participants
155
With balances
129

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Wells Fargo Clearing Services, Llc CRD 19616 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 $20,206
Wells Fargo Clearing Services Llc Investment advisory (plan), Other fees $0