Upland Hills Health 403(b) Retirement Plan
Sponsored by Upland Hills Health, Inc. · EIN 421017512 · Plan #003
- Total assets
- $78.6M
- Net assets
- $77.8M
- Active participants
- 657
- With balances
- 651
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Sub-transfer agency fees | $12,410 |