AUMdb

Christ Community Health Services 401(k) Plan

Sponsored by Christ Community Health Services · EIN 621583270 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
434
With balances
253

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
Duncan Williams Asset Management, Llc CRD 174809 fuzzy_auto · 98% 2024
Voya Retirement Advisors, Llc CRD 3989 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Burleigh Consulting Group Other services $23,492
Voya Retirement Ins And Ann Co Investment advisory (plan), Recordkeeping fees $14,350
Duncan Williams Asset Mgmt Investment advisory (participants), Other fees $0
Voya Retirement Ins And Ann Co Investment advisory (plan), Recordkeeping fees $0