T Mha Pension Plan
Sponsored by Transitions Mental Health Association · EIN 953509040 · Plan #002
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 239
- With balances
- 256
Plan year beginning 01/01/2024
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 |
|---|---|---|
| California Pension Admin | Recordkeeping fees | $15,531 |
| Matrix Settlement And Clearing | Custodial (securities) | $7,227 |
| Variable Life Annuity Insurance Co | Custodial (securities) | $125 |