AUMdb

North Bend Medical Center 401(k) Plan

Sponsored by North Bend Medical Center, Inc. · EIN 930635514 · Plan #001

Total assets
$74.4M
Net assets
$74.4M
Active participants
314
With balances
496

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Llc Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $75,000
Nwps Recordkeeping, Direct payment from the plan, Participant communication $60,398
Charles Schwab Trust Bank Custodial (securities), Direct payment from the plan $19,781