Mindpath Health Retirement Plan
Sponsored by Community Psychiatry Management, Llc · EIN 474528472 · Plan #001
- Total assets
- $64.5M
- Net assets
- $64.5M
- Active participants
- 971
- With balances
- 2,014
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 |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $149,674 |
| Forest Capital Management Llc | Investment advisory (plan), Direct payment from the plan | $118,684 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $100,403 |