Terry Reilly Health Services 403 B Plan
Sponsored by Community Health Clinics Inc. · EIN 820300537 · Plan #002
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 538
- With balances
- 289
Plan year beginning 04/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Rt Jones Capital Equities Mgmt Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $20,570 |
| Appollon Welath Mgmt Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $12,260 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $1,445 |