Family Health Centers Of San Diego Tax Deferred Annuity Plan
Sponsored by Family Health Centers Of San Diego · EIN 952833205 · Plan #001
- Total assets
- $175M
- Net assets
- $175M
- Active participants
- 2,546
- With balances
- 3,056
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 98% | 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 | $268,689 |
| Cambridge Investment Research Advis | Investment advisory (plan), Direct payment from the plan | $99,938 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $7,757 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |