Flexible Annuity Dc Plan Of Community Health Alliance
Sponsored by Community Health Alliance · EIN 880293149 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 221
- With balances
- 326
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Investment management, Recordkeeping fees | $29,680 |
| Associated Pension Consultants | Contract administrator | $22,937 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $19,598 |