AUMdb

North Range Behavioral Retirement Plan

Sponsored by North Range Behavioral Health · EIN 840622660 · Plan #002

Total assets
$20.3M
Net assets
$20.3M
Active participants
509
With balances
662

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Prime Capital Investment Advisors, Llc CRD 288712 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Other fees, Recordkeeping fees $69,531
Prime Capital Investment Investment advisory (plan), Direct payment from the plan $32,800