Medical Faculty Associates 403(b) Plan
Sponsored by Medical Faculty Associates, Inc. · EIN 522220700 · Plan #002
- Total assets
- $345M
- Net assets
- $345M
- Active participants
- 1,567
- With balances
- 3,938
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Groom Law Group, Chartered | Legal, Direct payment from the plan | $124,290 |
| Strategic Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $23,661 |
| Tiaa | Direct payment from the plan, Recordkeeping fees | $375 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |