AUMdb

Northern Counties Health Care Retirement Plan

Sponsored by Northern Counties Health Care, Inc. · EIN 510199559 · Plan #001

Total assets
$23.5M
Net assets
$23.5M
Active participants
325
With balances
735

Plan year beginning 04/01/2024 · Partial participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Valic Retirement Services Company Custodial (securities), Investment advisory (participants), Investment management $86,457
Variable Annuity Life Insurance Co. Custodial (securities), Investment advisory (participants), Investment management $5,487