AUMdb

Cowlitz Family Health Center 403(b) Plan

Sponsored by Cowlitz Family Health Center · EIN 910896241 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
192
With balances
200

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Voya Retirement Insurance & Annuity Recordkeeping fees $24,842
Usi Securities Inc. Other commissions $0