AUMdb

Peninsula Institute For Community Health Inc 403(b) Plan

Sponsored by Peninsula Institute For Community Health, Inc · EIN 541083954 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
122
With balances
188

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $47,503
Equitable Financial Life Insurance Trustee (directed), Investment management, Participant loan processing $954
Resource 1, Inc. Investment advisory (plan), Other fees $0
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0