AUMdb

Mercy Drive 403(b) Retirement Plan

Sponsored by Mercy Drive Inc. · EIN 043831639 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
235
With balances
258

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Total participant-directed account, ERISA 404(c) participant-directed

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
Newport Group, Inc. Other fees, Participant loan processing, Recordkeeping $2,842