Mainline Health 403 B Plan
Sponsored by Mainline Health Systems Inc. · EIN 710623643 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 303
- With balances
- 252
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones And Co | Investment advisory (participants), Investment advisory (plan), Investment management | $26,915 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $2,071 |