Spectrum Health Services Inc 403(b) Plan
Sponsored by Spectrum Health Services Inc · EIN 231686225 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.0M
- Active participants
- 127
- With balances
- 132
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | 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 |
|---|---|---|
| Spectrum Health Services Inc | Other fees | $19,795 |
| Commonwealth Equity Services | Investment advisory (plan) | $13,173 |
| Empower Annuity Insurance Co | Recordkeeping fees | $10,017 |
| Empower Advisory Group Llc | Investment management | $1,184 |
| Atlantic Pension Services, Inc. | Contract administrator | $750 |