Mental Health Association Of Nassau County 403(b) Plan
Sponsored by Mental Health Association Of Nassau County, Inc · EIN 111710983 · Plan #003
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 135
- With balances
- 129
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc | Recordkeeping, Distribution (12b-1) fees, Custodial (securities) | $14,978 |
| Focused Wealth Management | Investment advisory (plan), Investment management fees (direct) | $4,333 |
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $187 |