Umpqua Community Health Center Inc 403(b) Retirement Savings Plan
Sponsored by Umpqua Community Health Center Inc Dba Aviva Health · EIN 931070304 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 330
- With balances
- 330
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Deschutes Investment Consulting, Llc CRD 155312 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Financial Group | Contract administrator, Direct payment from the plan, Recordkeeping fees | $31,855 |
| Deschutes Investment | Investment advisory (plan), Direct payment from the plan | $23,322 |