AUMdb

Citrus Health Network, Inc. Erisa 403(b) Plan

Sponsored by Citrus Health Network, Inc · EIN 591865751 · Plan #002

Total assets
$7.8M
Net assets
$7.8M
Active participants
1,297
With balances
148

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping $27,053
Kovack Securities, Inc. Investment advisory (participants), Investment advisory (plan), Investment management $0