AUMdb

Mental Health Partnerships Tax Sheltered Annuity Plan

Sponsored by Mental Health Partnerships · EIN 231425035 · Plan #002

Total assets
$6.5M
Net assets
$6.5M
Active participants
183
With balances
224

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Benefit Plans Administrative Svcs Recordkeeping, Consulting (general), Participant loan processing $35,329