Health West, Inc. 403(b) Retirement Plan
Sponsored by Health West, Inc. · EIN 820324100 · Plan #002
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 303
- With balances
- 350
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Echelon Group, Inc. CRD 333195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $48,618 |
| Arbor Point Advisors, Llc | Investment advisory (plan), Consulting fees | $24,979 |
| Echelon Group Inc | Investment advisory (plan), Consulting fees | $9,944 |