Mrci 403(b) Plan
Sponsored by Mankato Rehabilitation Center, Inc. · EIN 410736870 · Plan #002
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 1,341
- With balances
- 261
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 |
|---|---|---|
| Capital Management Associates Inc CRD 105010 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $28,333 |
| Capital Management Associates Inc | Investment advisory (plan) | $28,038 |