Vpchc 403 B Plan
Sponsored by Valley Professionals Community Health Center, Inc. · EIN 208998983 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 274
- With balances
- 303
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $30,322 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $22,594 |
| Empower Advisory Group, Llc | Investment management | $9,376 |