AUMdb

Hughson Samaritan Village 403(b) Plan

Sponsored by Hughson Samaritan Village · EIN 460469127 · Plan #001

Total assets
$1.4M
Net assets
$1.4M
Active participants
177
With balances
140

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Ascensus Llc Recordkeeping, Participant loan processing, Direct payment from the plan $12,883
Morningstar Investment advisory (plan) $2,667