AUMdb

El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan

Sponsored by El Rio Santa Cruz Neighborhood Health Center, Inc. · EIN 860285857 · Plan #002

Total assets
$180M
Net assets
$180M
Active participants
1,958
With balances
2,444

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $458,622
Charles Schwab Trust Bank Custodial (securities), Shareholder servicing fees $0