Humboldt Park Health 403(b) Plan
Sponsored by Humboldt Park Health · EIN 361564290 · Plan #003
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 936
- With balances
- 427
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).
| Firm | Match | Plan year |
|---|---|---|
| Centric Wealth Management, Llc CRD 133877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $61,109 |
| Centric Wealth Management, Llc | Investment advisory (plan), Direct payment from the plan | $35,605 |