Grand Lake Mental Health Center Money Purchase Plan
Sponsored by Grand Lake Mental Health Center · EIN 731039733 · Plan #001
- Total assets
- $28.7M
- Net assets
- $28.7M
- Active participants
- 2,282
- With balances
- 1,781
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co. | Contract administrator, Direct payment from the plan, Recordkeeping fees | $115,736 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Other fees | $0 |
| Employee Benefits Group, Llc | Other services, Other fees | $0 |