Mental Health America Of Dutchess County, Inc. P/S And Trust
Sponsored by Mental Health America Of Dutchess County, Inc · EIN 141402059 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 232
- With balances
- 272
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $68,290 |
| Osaic Institutions, Inc. | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |