Mountain Laurel Medical Center 403(b) Plan
Sponsored by Western Maryland Health Care Corporation · EIN 237300642 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 121
- With balances
- 153
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Altere Financial, Llc CRD 332723 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial Na | Investment advisory (participants) | $12,402 |
| Global Retirement Partners, Llc | Securities brokerage | $7,962 |