Castle Family Health Centers, Inc. 403(b) Plan
Sponsored by Castle Family Health Centers, Inc. · EIN 205864304 · Plan #002
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 216
- With balances
- 135
Plan year beginning 07/01/2024 · Profit-sharing, Default investment account (QDIA), Total participant-directed account
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 |
|---|---|---|
| Lpl Financial, Llcp Rpcp | Investment advisory (plan) | $44,584 |
| Nationwide | Recordkeeping, Participant loan processing, Recordkeeping fees | $25,557 |