Mcalister Benefit Plan
Sponsored by Mcalister Institute For Treatment & Education, Inc. · EIN 953140767 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 378
- With balances
- 231
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 |
|---|---|---|
| Lighthouse Advisory Services, Inc. CRD 306258 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lighthouse Advisory Services, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $35,597 |
| Proaccount | Investment advisory (participants), Investment advisory (plan), Investment management | $11,255 |
| Nationwide | Recordkeeping, Custodial (other), Investment management fees (direct) | $7,414 |
| National Benefit Services, Llc | Recordkeeping, Other services, Other fees | $6,750 |
| Kestra Investment Services Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |