Centro De Salud Familiar La Fe, Inc. 403(b) Plan
Sponsored by Centro De Salud Familiar La Fe, Inc · EIN 741842169 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 269
- With balances
- 322
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Planning Consultants, Inc. | Claims processing, Contract administrator, Participant loan processing | $32,748 |
| Nationwide Life Insurance Company | Claims processing, Contract administrator, Recordkeeping | $3,792 |
| Morgan Stanley Smith Barney, Llc | Investment advisory (participants), Investment advisory (plan) | $0 |