Clinica Family Health 403(b) Plan
Sponsored by Clinica Family Health · EIN 840743432 · Plan #002
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 525
- With balances
- 712
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Mosaic Family Wealth Partners, Llc CRD 317377 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $171,183 |
| Qualified Pension Services Inc. | Contract administrator, Other services, Direct payment from the plan | $350 |
| Mosaic Family Wealth Partners, Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |