AUMdb

Crossing Healthcare Retirement Plan

Sponsored by Community Health Improvement Center · EIN 370961830 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
142
With balances
143

Plan year beginning 07/01/2024 · 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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $69,105
Charles Schwab & Co., Inc. Recordkeeping $0