Uphams Corner Health Committee, Inc. 403(b) Retirement Plan
Sponsored by Uphams Corner Health Committee, Inc. · EIN 237211732 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 502
- With balances
- 686
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | fuzzy_auto · 98% | 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 |
|---|---|---|
| Twelve Points Wealth Mgmt Llc | Investment advisory (plan) | $37,541 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $26,383 |
| Empower Advisory Group, Llc | Investment management | $21,066 |
| Ascensus Holdings Dba Futureplan | Contract administrator | $12,634 |
| Fidelity Investments Inst Op Co | Recordkeeping fees, Account maintenance fees | $7,275 |