AUMdb

Mid Erie Mental Health Services, Inc. Retirement Plan

Sponsored by Mid Erie Mental Health Services, Inc. · EIN 161017709 · Plan #003

Total assets
$7.4M
Net assets
$7.4M
Active participants
202
With balances
381

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

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mml Investors Services, Llc CRD 10409 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Mml Investor Services Llc Investment advisory (plan) $13,013
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $8,594