Claxton Hepburn Medical Center 403 B Retirement Plan
Sponsored by Claxton Hepburn Medical Center · EIN 150559686 · Plan #004
- Total assets
- $88.0M
- Net assets
- $88.0M
- Active participants
- 791
- With balances
- 867
Plan year beginning 01/01/2024 · Profit-sharing, Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Healthcare Community Securities Corporation CRD 36026 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Healthcare Community Securities Cor | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $148,088 |
| Benefit Plans Administrative Svcs. | Recordkeeping, Participant loan processing, Participant communication | $111,552 |
| Lincoln National Corporation | Contract administrator, Recordkeeping | $480 |
| Unum Life Ins. Co. Of America | Recordkeeping | $0 |