Duffy Health Center, Inc. 403(b) Plan
Sponsored by Duffy Health Center, Inc. · EIN 043373741 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 101
- With balances
- 116
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
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 |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $16,948 |
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $8,832 |