Southwest Community Health Center, Inc. 403(b) Plan
Sponsored by Southwest Community Health Center, Inc. · EIN 061023013 · Plan #001 · Bridgeport, CT
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 304
- With balances
- 372
Plan year beginning 08/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Moneco Advisors, Llc CRD 171922 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Moneco Advisors, Llc | Investment management | $26,913 |
| Nationwide Life Insurance Company | Recordkeeping | $10,998 |
| Assuredpartners Northeast Llc | $4,317 |