AUMdb

Partnership Community Health Center 403(b)

Sponsored by Partnership Community Health Center · EIN 202090446 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
129
With balances
165

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Johnson Bank Trustee (institutional), Investment advisory (plan), Direct payment from the plan $39,557