Central Valley Medical Center 403(b) Retirement Plan
Sponsored by Central Valley Medical Center · EIN 870419324 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 400
- With balances
- 416
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | fuzzy_auto · 96% | 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 | $79,750 |
| Soltis Investment Adv | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $20,639 |