AUMdb

Hillsdale Hospital 403(b) Plan

Sponsored by Hillsdale Community Health Center · EIN 386005550 · Plan #002

Total assets
$26.9M
Net assets
$26.9M
Active participants
568
With balances
397

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James Financial Services Investment advisory (plan), Direct payment from the plan $65,012
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $35,600