AUMdb

Northwest Community Health Care Retirement Plan

Sponsored by Northwest Community Health Care · EIN 050258811 · Plan #001

Total assets
$16.3M
Net assets
$16.3M
Active participants
160
With balances
196

Plan year beginning 07/01/2024 · Total participant-directed account, 401(m) arrangement, Automatic enrollment

Linked investment advisers

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

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Recordkeeping fees $74,908
Global Retirement Partners Llc Investment advisory (plan) $15,000
Empower Advisory Group Investment management $5,025
Cornerstone Retirement Plan Admin Contract administrator $2,507