AUMdb

Tower Health 403(b) Plan

Sponsored by Tower Health · EIN 232201344 · Plan #001

Total assets
$1.1B
Net assets
$1.1B
Active participants
11,127
With balances
15,766

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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
Lincoln National Corporation Contract administrator, Participant loan processing $1,111,306
Morningstar Investment advisory (plan) $29,098