AUMdb

Columbia Community Mental Health 403(b) Plan

Sponsored by Columbia Community Mental Health · EIN 930644303 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
197
With balances
261

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Retirement Plan Company Contract administrator, Recordkeeping, Participant loan processing $24,853
Schwab Trust Custodial (securities) $4,722