Mckenzie County Healthcare Systems, Inc. 403(b) Plan
Sponsored by Mckenzie County Healthcare Systems, Inc. · EIN 770637498 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 367
- With balances
- 581
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| 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 Company | Recordkeeping fees | $63,900 |
| First International Bank & Trust | Investment advisory (plan) | $27,946 |
| Empower Advisory Group, Llc | Investment management | $1,772 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2024 | $12.1M | 367 | ack 20260415143340NAL0023527475001 |
| 07/01/2021 | $5.9M | 207 | ack 20250722174415NAL0007821586001 |