AUMdb

Mountainheart Community Services, Inc. Profit Sharing Plan

Sponsored by Mountainheart Community Services, Inc. · EIN 550481419 · Plan #005

Total assets
$11.3M
Net assets
$11.3M
Active participants
213
With balances
269

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping fees $34,562
John Burdette & Associates Accounting $9,000
Triton Services Corporation Consulting (general) $7,029
Money Concepts Capital Corp Securities brokerage $0