Huron Area Center For Independence 403(b) Plan
Sponsored by Huron Area Center For Independence · EIN 460326401 · Plan #002
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 220
- With balances
- 266
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).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Financial Llc | Investment advisory (plan), Direct payment from the plan | $55,308 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $6,300 |