David Lawrence Mental Health Center, Inc. 401(k) Plan
Sponsored by David Lawrence Mental Health Center, Inc. · EIN 592206025 · Plan #002
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 337
- With balances
- 248
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $30,371 |
| Raymond James Financial Services | Investment advisory (plan) | $22,633 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,305 |