Cumberland Family Medical Center Safe Harbor 401(k) Plan
Sponsored by Cumberland Family Medical Center · EIN 203131989 · Plan #001
- Total assets
- $59.7M
- Net assets
- $59.7M
- Active participants
- 972
- With balances
- 1,043
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan), Direct payment from the plan | $72,924 |
| Capital Group Retirement Plan Serv. | Direct payment from the plan, Recordkeeping fees | $55,421 |
| Forvis Mazars Wealth Advisors Llc | Contract administrator, Direct payment from the plan | $9,835 |