Heartland Community Health Clinic 401(k) Plan
Sponsored by Heartland Community Health Clinic, Inc. · EIN 371270794 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 193
- With balances
- 139
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan), Direct payment from the plan | $36,273 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $12,406 |