Copper Queen Community Hospital 403(b) Plan
Sponsored by Bisbee Hospital Association Inc · EIN 860334996 · Plan #002
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 456
- With balances
- 416
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Recordkeeping, Participant loan processing, Participant communication | $51,902 |
| Creative Planning Holdco, Inc | Investment advisory (participants), Investment advisory (plan) | $36,526 |
| Meuwissen, Flygare, Kadrlik, & Asso | Accounting | $25,491 |
| Empower Annuity Insurance Company | Recordkeeping fees | $4,311 |
| Nova 401 K Associates | Recordkeeping fees | $0 |