La Familia Medical Center 403(b) Tax Deferred Retirement Plan
Sponsored by La Familia Medical Center · EIN 850220875 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 163
- With balances
- 120
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Dubuque Bank & Trust | Investment advisory (participants), Investment advisory (plan) | $30,744 |
| July Business Services Llc | Contract administrator, Plan administrator, Recordkeeping | $15,704 |
| Gallagher Benefit Services, Inc. | Investment advisory (plan) | $4,621 |