Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan
Sponsored by Medf Physicians Corp. · EIN 341957399 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 197
- With balances
- 155
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mesirow Financial Investment Mngmt | Investment advisory (participants), Investment advisory (plan), Investment management | $7,276 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $623 |