Mental Health Cooperative Retirement Plan
Sponsored by Mental Health Cooperative Inc. · EIN 582018687 · Plan #001
- Total assets
- $52.8M
- Net assets
- $52.8M
- Active participants
- 855
- With balances
- 1,228
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpa Financial | Investment advisory (plan), Direct payment from the plan | $76,685 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $21,638 |