AUMdb

Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan

Sponsored by Portage Path Behavioral Health · EIN 341096055 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
129
With balances
212

Plan year beginning 01/01/2024 · 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
Capfinancial Partners, Llc Recordkeeping $47,374
Tiaa Teachers Insurance And Annuity Recordkeeping $27,425