AUMdb

Midland Care Connection Retirement Plan

Sponsored by Midland Care Connection Inc. · EIN 480883888 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
565
With balances
383

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D Jones And Co Investment advisory (participants), Investment advisory (plan), Investment management $24,945
American United Life Insurance Co Recordkeeping, Direct payment from the plan, Recordkeeping fees $8,323