403(b) Thrift Plan For Hiawatha Valley Mental Health Center
Sponsored by Hiawatha Valley Mental Health Center · EIN 410889423 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 167
- With balances
- 165
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $26,855 |
| Stifel Nicolaus & Company Inc | Other services, Other commissions, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |