AUMdb

Tri Cities Chaplaincy 401(k) Plan

Sponsored by Tri Cities Chaplaincy · EIN 910913590 · Plan #002

Total assets
$4.1M
Net assets
$4.1M
Active participants
97
With balances
105

Plan year beginning 01/01/2024 · 401(k)

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
Randall & Hurley Recordkeeping $21,437
Cornerstone Wealth Strategies Investment advisory (participants), Investment advisory (plan) $20,803