AUMdb

Kaniksu Health Services 401 K Plan

Sponsored by Boundary Regional Community Health Center, Inc. · EIN 043634356 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
183
With balances
183

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D Jones & Co Investment advisory (participants) $11,713
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $2,014
Wilshire Associates, Inc.(Usa) Investment advisory (participants) $937