Curtis V. Cooper Primary Health Care, Inc. Pension Plan
Sponsored by Curtis V. Cooper Primary Healt · EIN 581136296 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 228
- With balances
- 257
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mutual Of America Sec. Corp Llc | Recordkeeping, Participant loan processing, Other services | $11,128 |
| Wilshire Associates Inc. | Named fiduciary | $1,184 |