AUMdb

Bluestone Health Association, Inc. 403(b) Plan

Sponsored by Bluestone Health Association, Inc. · EIN 310899730 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
172
With balances
123

Plan year beginning 06/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Metro Benefits, Inc. Contract administrator $0
Bws Advisors Llc Investment advisory (plan) $0
Empower Annuity Insurance Company Recordkeeping fees $0