AUMdb

Morton Comprehensive Health Services 403(b) Retirement Plan

Sponsored by Morton Comprehensive Health Services, Inc. · EIN 731177858 · Plan #003

Total assets
$6.7M
Net assets
$6.6M
Active participants
147
With balances
119

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Bokf, Na Investment management, Trustee (institutional), Trustee (directed) $37,895