Coverys 401(k) Retirement Plan
Sponsored by Medical Professional Mutual Insurance Company · EIN 042595783 · Plan #002
- Total assets
- $186M
- Net assets
- $186M
- Active participants
- 514
- With balances
- 759
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $143,920 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $72,380 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $33,678 |
| Plante & Moran, Pllc | Accounting | $24,000 |