Briarcliffe 401(k) Plan
Sponsored by Medical Homes Of Rhode Island, Inc. · EIN 050302286 · Plan #002
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 214
- With balances
- 302
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 |
|---|---|---|
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Accounting, Claims processing, Recordkeeping | $42,241 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $13,755 |
| Mayflower Financial Advisors, Llc | Investment advisory (plan), Consulting fees | $4,315 |
| Stancorp Financial Group | Investment advisory (plan), Consulting fees | $3,776 |