AUMdb

North Central Mental Health Services, Inc. 401(k) Retirement Savings Plan

Sponsored by North Central Mental Health Services, Inc. · EIN 310847283 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
130
With balances
149

Plan year beginning 01/01/2024 · 401(k)

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
United Planners Financial Services Investment advisory (plan) $42,108
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $27,257