AUMdb

Family Health Center Of Worcester, Inc. Retirement Plan

Sponsored by Family Health Center Of Worcester, Inc. · EIN 042485308 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
56
With balances
252

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Economic Group Pension Services Investment advisory (participants) $1,456
The Angell Pension Group Other services $1,386
Morningstar Investment Mangement Investment advisory (participants) $103
Voya Retirement Insurance And Annu Investment advisory (participants) $24
Nfp Retirement, Inc. Investment advisory (participants), Other fees $0