Marietta Health Care Physicians, Inc. 403(b) Plan
Sponsored by Marietta Health Care Physicians, Inc. · EIN 311375125 · Plan #005
- Total assets
- $72.8M
- Net assets
- $72.8M
- Active participants
- 352
- With balances
- 382
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Securities brokerage, Participant loan processing | $75,326 |
| Raymond James & Associates Inc | Insurance agents and brokers, Investment advisory (participants), Direct payment from the plan | $54,935 |
| Fiduciary Wise, Llc | Plan administrator, Direct payment from the plan | $24,912 |
| Latitude Service Company, Inc. | Other services, Direct payment from the plan, Other fees | $13,555 |
| Trustmont Financial Group, Inc | Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) | $0 |