AUMdb

403(b) Thrift Plan For Employees Of Lakeshore Community Healthcare, Inc.

Sponsored by Lakeshore Community Health Care, Inc. · EIN 264321839 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
159
With balances
190

Plan year beginning 06/01/2024 · 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
Dubuque Bank & Trust Company Trustee (institutional), Trustee (discretionary), Participant loan processing $34,609
July Business Services Llc Recordkeeping, Other services $21,493