Community Heritage Financial 401 (K) Plan
Sponsored by Community Heritage Financial · EIN 831950225 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 173
- With balances
- 192
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
| Tribridge Partners Financial Llc CRD 326489 | fuzzy_auto · 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 |
|---|---|---|
| Mml Investors Services Llc | Investment advisory (plan) | $29,251 |
| Empower Annuity Insurance Co. Of Am | Recordkeeping fees | $20,669 |
| Tribrige Partners Financial Llc | Investment advisory (plan) | $17,559 |
| Tiger's Eye Benefits Consulting | Contract administrator | $11,190 |
| Empower Advisory Group, Llc | Investment management | $2,038 |