AUMdb

Mainegeneral Health Retirement Income Plan

Sponsored by Mainegeneral Health · EIN 043369649 · Plan #001

Total assets
$87.4M
Net assets
$87.4M
Active participants
4,879
With balances
4,173

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 Financial Group Contract administrator $133,993
Baker Newman Noyes Accounting $15,750
Fiducient Advisors Llc Investment advisory (participants), Investment advisory (plan) $9,600