AUMdb

Bath Community Hospital Employees 403(b) Retirement Plan

Sponsored by Bath County Community Hospital, Inc. · EIN 540505913 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
232
With balances
262

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Principal Securities, Inc. CRD 1137 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

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 $46,346
Principal Securities Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0