AUMdb

Heart City Retirement Plan

Sponsored by Heart City Health Center Inc. · EIN 351875364 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
75
With balances
140

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
T. Rowe Price Recordkeeping $10,825