AUMdb

The Postgraduate Center For Mental Health Retirement Plan

Sponsored by The Postgraduate Center For Mental Health · EIN 131656681 · Plan #003

Total assets
$9.6M
Net assets
$9.6M
Active participants
368
With balances
339

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, 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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $631