AUMdb

Stevens Community Medical Center Money Purchase Pension Plan

Sponsored by Stevens Community Medical Center · EIN 363311936 · Plan #001

Total assets
$13.2M
Net assets
$13.2M
Active participants
219
With balances
224

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Edward D Jones Investment advisory (plan) $26,625
John Hancock Recordkeeping, Participant loan processing, Recordkeeping fees $19,293