Penobscot Community Health Center 403(b) Plan
Sponsored by Penobscot Community Health Center · EIN 010514750 · Plan #002
- Total assets
- $41.9M
- Net assets
- $41.9M
- Active participants
- 782
- With balances
- 980
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $193,442 |
| Nbt Bank, N.A. | Contract administrator, Direct payment from the plan, Other services | $150 |
| Valmark Advisers | Investment advisory (plan), Other fees | $0 |