The 403(b) Retirement Plan For Employees Of Peninsula Behavioral Health
Sponsored by Peninsula Behavioral Health · EIN 910869129 · Plan #001 · Port Angeles, WA
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 137
- With balances
- 177
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group | Contract administrator, Recordkeeping, Participant loan processing | $18,753 |
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan) | $7,755 |
| Evergreen Retirement Plan Consultin | Other fees | $5,550 |