Cassopolis Family Clinic Network 401(k) Plan
Sponsored by Lakeland Immediate Care Center, · EIN 383082107 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 127
- With balances
- 111
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $18,382 |
| M Holdings Securities, Inc | Investment advisory (plan) | $11,450 |
| John Hancock | Recordkeeping, Recordkeeping fees | $5,954 |