The Medical Faculty Associates 401(a) Retirement Plan
Sponsored by Medical Faculty Associates, Inc. · EIN 522220700 · Plan #001
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 847
- With balances
- 2,395
Plan year beginning 07/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliant Retirement Service | Consulting (general), Insurance agents and brokers, Direct payment from the plan | $27,500 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $5,177 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $0 |