Promesa Behavioral Health 403(b) Retirement Plan
Sponsored by Promesa Behavioral Health · EIN 770174896 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 135
- With balances
- 271
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Benefit Services Llc | Participant loan processing, Recordkeeping fees, Recordkeeping | $9,832 |
| Nationwide | Recordkeeping, Recordkeeping fees, Other fees | $752 |
| Cambridge Investment Research | Investment advisory (participants), Investment advisory (plan), Other services | $0 |