Rural Health, Inc. 403(b) Retirement Plan
Sponsored by Rural Health, Inc. · EIN 371056692 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 121
- With balances
- 114
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 98% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $65,842 |
| Cerity Partners Retirement Plan Adv | Investment advisory (plan), Other fees | $0 |
| Trinity Pension Consultants Inc | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |