Medical Care Development, Inc. 403(b) Plan
Sponsored by Medical Care Development, Inc. · EIN 016022787 · Plan #002
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 156
- With balances
- 248
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Service | Investment advisory (plan), Direct payment from the plan | $28,945 |
| Ascensus Llc | Other commissions, Other fees, Recordkeeping fees | $22,750 |