AUMdb

Hope Christian Health Center 403(b) Plan

Sponsored by Hope Christian Health Center · EIN 463098169 · Plan #001

Total assets
$748K
Net assets
$748K
Active participants
153
With balances
147

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Cambridge Investments, Llc CRD 174460 fuzzy_auto · 94% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Retirement Advantage Inc Contract administrator $7,808
Empower Annuity Insurance Company Recordkeeping fees $6,289
Cambridge Investment Group Investment advisory (plan) $3,211
Envestnet Retirement Solutions, Llc Other fees $291
Empower Advisory Group, Llc Investment management $24