Byron Health Center 403(b) Tax Deferred Plan
Sponsored by Byron Health Center · EIN 351826036 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 114
- With balances
- 131
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $15,375 |
| Phillips Financial Management, Llc | Investment advisory (participants), Investment advisory (plan) | $9,217 |
| Riversedge Adv Ret Solutions, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $5,104 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |