403(b) Thrift Plan For Community Health Programs, Inc.
Sponsored by Community Health Programs, Inc. · EIN 042582119 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 278
- With balances
- 253
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Pension Services, Llc | Contract administrator, Other services, Direct payment from the plan | $9,058 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $7,330 |
| Mml Investors Services Llc | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |