AUMdb

Mercy Flights Incorporated Retirement Plan And Trust

Sponsored by Mercy Flights Incorporated · EIN 930512235 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
191
With balances
255

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $30,931
D.A. Davidson & Co. Recordkeeping, Trustee (institutional), Other services $28,115
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0