Vera French Community Mental Health Center 401(k) Plan
Sponsored by Vera French Community Mental Health Center · EIN 420716337 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 174
- With balances
- 240
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 |
|---|---|---|
| Quad Cities Investment Group, Llc CRD 154113 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Quad Cities Investment Group Llc | Investment advisory (plan) | $25,022 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $8,943 |