AUMdb

Ionia County Community Mental Health Authority 401(a) Plan

Sponsored by Ionia County Community Mental Health Authorit · EIN 383274841 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
114
With balances
144

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
Institutional Investment Consulting CRD 168705 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $33,577
Institutional Investment Consulting Investment advisory (plan), Other fees $0