AUMdb

403(b) Thrift Plan Of Mental Health Association Of Rockland County, Inc.

Sponsored by Mental Health Association Of Rockland County, Inc. · EIN 132574845 · Plan #001

Total assets
$403K
Net assets
$403K
Active participants
0
With balances
36

Plan year beginning 01/01/2024 · 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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Insur Co Ny Recordkeeping fees $23,485
Penserv, Inc. Contract administrator $1,775
Envestnet Retirement Solutions, Llc Other fees $1,411
Empower Advisory Group, Llc Investment management $889