AUMdb

403(b) Thrift Aggregated Plan Of Association For Mental Health And Wellness

Sponsored by Association For Mental Health & Wellness Inc. · EIN 113012392 · Plan #003 · Ronkonkoma, NY

Total assets
$9.2M
Net assets
$9.2M
Active participants
101
With balances
241

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $140