South Boston Community Health Center 403(b) Plan
Sponsored by South Boston Community Health Center, Inc. · EIN 042682152 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 163
- With balances
- 155
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $49,021 |
| South Boston | Accounting, Direct payment from the plan | $17,673 |
| Fidelity Invest Instit Oper Co Inc | Recordkeeping fees, Account maintenance fees | $515 |
| The Angell Pension Group, Inc | Other services, Other fees | $0 |
| Morgan Stanley Smith Barney Llc | Other services, Other fees | $0 |
| Nationwide | Recordkeeping, Other services, Shareholder servicing fees | $0 |