Community Memorial Health System 403(b) Plan
Sponsored by Community Memorial Health System · EIN 951683892 · Plan #002
- Total assets
- $454M
- Net assets
- $454M
- Active participants
- 3,366
- With balances
- 4,211
Plan year beginning 01/01/2024 · Automatic enrollment, Default investment account (QDIA), ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (participants), Investment advisory (plan) | $152,233 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $148,078 |
| Farber Hass | Accounting | $23,214 |