Charles River Community Health, Inc. 403(b) Plan
Sponsored by Charles River Community Health, Inc. · EIN 237221597 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 220
- With balances
- 160
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Davinci Capital Management Inc. CRD 46897 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $50,357 |
| Davinci Capital Management | Investment advisory (plan) | $21,304 |
| Empower Advisory Group, Llc | Investment management | $5,063 |
| The Angell Pension Group Inc | Contract administrator | $1,900 |