The Mental Health Fund, Inc 401(k) Profit Sharing Plan And Trust
Sponsored by The Mental Health Fund, Inc. · EIN 562151678 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 138
- With balances
- 0
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones | Investment advisory (participants) | $8,272 |
| John Hancock Life Insurance Co | Recordkeeping, Other insurance wrap fees | $1,614 |
| Wilshire Associates Inc | Investment advisory (participants) | $331 |