AUMdb

403(b) Thrift Plan For Employees Of Heritage Health And Housing, Inc.

Sponsored by Heritage Health And Housing, I · EIN 132661509 · Plan #002

Total assets
$3.0M
Net assets
$3.0M
Active participants
84
With balances
149

Plan year beginning 06/01/2024 · 401(k)

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $2,468