Crosswinds Counseling & Wellness 401(k) Plan
Sponsored by Mental Health Center Of East Central Kansas · EIN 480666889 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.3M
- Active participants
- 228
- With balances
- 292
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,457 |
| Edward D Jones & Company | Investment advisory (plan) | $13,234 |
| Erp National, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,800 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,076 |
| Empower Annuity Insurance Company | Recordkeeping fees | $340 |
| Erp National Llc | Contract administrator | $270 |