Thc 403(b) Plan
Sponsored by Tenderloin Housing Clinic, Inc. · EIN 942681706 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 367
- With balances
- 311
Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management fees (direct) | $29,203 |
| Cetera Investment Advisers Llc | Investment advisory (plan) | $27,727 |
| Peery & Associates, Inc. | Recordkeeping | $8,875 |