Burgess Health Center 403(b) Plan
Sponsored by Burgess Health Center · EIN 420859940 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 274
- With balances
- 256
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $40,933 |
| Nationwide | Recordkeeping, Participant loan processing, Other services | $29,547 |
| Benefit Plans Inc | Contract administrator | $13,225 |
| Leafhouse Financial Advisors Llc | Investment advisory (plan) | $7,581 |