AUMdb

Mch Professional Care 401(k) Trust

Sponsored by Mch Professional Care · EIN 470879946 · Plan #001 · Odessa, TX

Total assets
$41.8M
Net assets
$41.8M
Active participants
121
With balances
278

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Raymond James Financial Services Investment advisory (plan) $76,366
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $5,717