AUMdb

Friendship Community Care Inc. 401 K Profit Sharing Plan

Sponsored by Friendship Community Care Inc. · EIN 710433583 · Plan #001

Total assets
$16.7M
Net assets
$16.7M
Active participants
1,149
With balances
868

Plan year beginning 07/01/2024 · 401(k)

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 · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American United Life Insurance Co Recordkeeping, Participant communication, Direct payment from the plan $9,299
Mesirow Financial Inv. Management Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) $7,760
Edward D Jones And Co Consulting (general), Consulting fees $0