AUMdb

Alivio Medical Center 403(b) Plan

Sponsored by Alivio Medical Center · EIN 363661051 · Plan #002

Total assets
$8.6M
Net assets
$8.6M
Active participants
208
With balances
245

Plan year beginning 01/01/2024 · 401(k)

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
July Business Services Llc Recordkeeping $34,385
Faro Advisory Investment advisory (participants), Investment advisory (plan) $15,998
Dubuque Bank & Trust Recordkeeping, Trustee (institutional), Trustee (discretionary) $0
Toroso Investment Llc Investment advisory (plan), Direct payment from the plan $0