AUMdb

Mainegeneral Health 403(b) Retirement Plan

Sponsored by Mainegeneral Health · EIN 043369649 · Plan #002

Total assets
$414M
Net assets
$414M
Active participants
4,879
With balances
5,797

Plan year beginning 01/01/2024 · 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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corp Contract administrator, Securities brokerage commissions $185,639
Fiducient Advisors Llc Investment advisory (participants), Investment advisory (plan) $37,440
Baker Newman Noyes Accounting $15,750
Verrill Dana Llp Legal $11,303