AUMdb

Community Memorial Healthcare Inc. Employees Pension Plan

Sponsored by Community Memorial Healthcare Inc. · EIN 480630224 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
182
With balances
229

Plan year beginning 01/01/2024 · Money purchase, 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
Pronvest, Llc Dba Future Capital CRD 119081 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Future Capital Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) $7,476
American United Life Insurance Co. Recordkeeping, Participant communication, Recordkeeping fees $0
Gallagher Benefit Svcs Inc. Consulting (general), Consulting fees $0