AUMdb

Stanford Health Care Tri Valley 403(b) Plan

Sponsored by Stanford Health Care Tri Valley · EIN 941429628 · Plan #004

Total assets
$150M
Net assets
$150M
Active participants
1,754
With balances
1,889

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

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
Fid Inv Inst Ops Co Recordkeeping, Participant loan processing, Direct payment from the plan $97,196