AUMdb

Greater Lakes Mental Healthcare 401(k) Retirement Plan

Sponsored by Greater Lakes Mental Healthcare · EIN 916064184 · Plan #002

Total assets
$11.8M
Net assets
$11.8M
Active participants
169
With balances
265

Plan year beginning 01/01/2024 · 401(k)

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
Empower Annuity Insurance Company Recordkeeping, Participant loan processing, Direct payment from the plan $21,138
Charles Schwab & Co., Inc. Securities brokerage, Securities brokerage commissions $250