403(b) Thrift Plan Of Yakima Neighborhood Health Services
Sponsored by Yakima Neighborhood Health Services · EIN 910928817 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 326
- With balances
- 454
Plan year beginning 07/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth | Investment advisory (participants), Investment advisory (plan), Investment management | $37,032 |
| American United Life Insurance | Participant loan processing, Participant communication, Direct payment from the plan | $10,283 |