AUMdb

Blue Ridge Community Health Services Inc. Employer's 403(b) Plan

Sponsored by Blue Ridge Community Health Services Inc. · EIN 560794933 · Plan #001

Total assets
$16.7M
Net assets
$16.7M
Active participants
696
With balances
748

Plan year beginning 08/01/2024 · ERISA 404(c) participant-directed, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Colton Groome Financial Advisors, Llc CRD 128365 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $67,698
Colton Groome Financial Advisors Investment advisory (plan) $48,449
Empower Advisory Group, Llc Investment management $11,099
Nova 401(k) Associates Contract administrator $10,725