Derry Medical Center 401(k) Plan
Sponsored by Derry Medical Center Pa · EIN 020314077 · Plan #002
- Total assets
- $46.6M
- Net assets
- $46.6M
- Active participants
- 269
- With balances
- 374
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,731 |
| The Angell Pension Group, Inc. | Consulting (general) | $8,450 |
| Caron & Bletzer, Pllc | Accounting | $7,000 |
| New Century Investment Mgmt, Llc | Consulting (general) | $6,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$23,280 |