Mental Health Association, Inc. 403(b) Retirement Plan
Sponsored by Mental Health Association, Inc. · EIN 046197938 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 734
- With balances
- 334
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Angell Pension Group Inc | Contract administrator | $6,500 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $5,523 |
| Empower Annuity Insurance Company | Investment advisory (participants) | $2,327 |
| Empower Advisory Group, Llc | Investment management | $1,551 |