Clinica Sierra Vista Retirement Plan
Sponsored by Clinica Sierra Vista · EIN 952707101 · Plan #001
- Total assets
- $85.9M
- Net assets
- $85.9M
- Active participants
- 1,530
- With balances
- 1,846
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | 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 | $261,178 |
| Principal Securities Inc. | Investment advisory (plan), Other fees | $0 |
| Nexus Administrators, Inc. | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |