South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan
Sponsored by South Shore Mental Health Center, Inc. · EIN 042677185 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 514
- With balances
- 502
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $105,259 |
| Mma Securities Llc | Investment advisory (plan) | $53,404 |
| The Angell Pension Group Inc | Contract administrator | $5,000 |