AUMdb

Riverside Health System 403(b) Retirement Plan

Sponsored by Riverside Management Services, Inc. · EIN 521241840 · Plan #004

Total assets
$463M
Net assets
$463M
Active participants
10,238
With balances
8,595

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $615,641
Charles Schwab & Co, Inc. Securities brokerage, Direct payment from the plan, Securities brokerage commissions $1,014