Spectrum Health And Human Services Retirement Trust
Sponsored by Mental Health Services Of Erie · EIN 161019944 · Plan #003
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 329
- With balances
- 433
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Recordkeeping fees, Other fees, Recordkeeping | $9,613 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,440 |