Community Medical Center Inc. Tax Deferred Annuity Plan
Sponsored by Community Medical Center Inc. · EIN 470421272 · Plan #004
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 243
- With balances
- 236
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Reitrement Services, Llc | Recordkeeping, Participant loan processing, Participant communication | $30,966 |
| Usi Advisors | Investment management, Investment management fees (direct) | $20,000 |