Lewis County Primary Care 403(b) Plan
Sponsored by Lewis County Primary Care Center, Inc. · EIN 611033691 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 455
- With balances
- 377
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan), Consulting (pension) | $62,787 |
| Cgrps | Recordkeeping fees | $19,357 |
| Creative Retirement Systems, Inc. | Accounting, Actuarial, Consulting (pension) | $5,475 |