AUMdb

Norton Sound Health Corporation Money Purchase Pension Plan & Trust

Sponsored by Norton Sound Health Corporation · EIN 920041488 · Plan #001

Total assets
$45.5M
Net assets
$45.4M
Active participants
565
With balances
757

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

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
Usi Consulting Group, Inc. Recordkeeping, Investment advisory (participants), Investment advisory (plan) $16,491
Charles Schwab Trust Bank Custodial (other), Custodial (securities), Shareholder servicing fees $2,238
Charles Schwab & Co., Inc. Custodial (other), Custodial (securities), Shareholder servicing fees $0