White Memorial Community Health Center 403(b) Plan
Sponsored by White Memorial Community Health Center · EIN 472212776 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 99
- With balances
- 160
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Vasquez And Company | Accounting | $14,700 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $5,251 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |