Tax Sheltered Annuity Plan For Employees Of Northern Maine Medical Center To Include Forest Hill And Valley Medical Association
Sponsored by Northern Maine Medical Center · EIN 010234189 · Plan #001
- Total assets
- $37.2M
- Net assets
- $37.2M
- Active participants
- 417
- With balances
- 497
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Old Port Advisors, Inc CRD 108228 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $65,915 |
| Gallagher Benefit Services | Investment advisory (plan) | $12,750 |
| Old Port Advisors | Investment advisory (plan) | $10,500 |