AUMdb

West Michigan Cancer Center 403(b) Plan

Sponsored by West Michigan Cancer Center · EIN 383061574 · Plan #002

Total assets
$14.9M
Net assets
$14.9M
Active participants
110
With balances
162

Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $36,092
Raymond James & Associates, Inc. Investment advisory (plan), Other fees $0
M Holdings Securities Investment advisory (plan), Other fees $0