AUMdb

Mhala 403(b) Plan

Sponsored by Mental Health America Of Los Angeles · EIN 951881491 · Plan #001

Total assets
$13.4M
Net assets
$13.4M
Active participants
510
With balances
373

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
Accelerate Investment Advisors Llc CRD 325859 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Accelerate Investment Advisors Llc Investment advisory (plan) $19,541
Empower Annuity Insurance Company Recordkeeping fees $18,387
Ascensus Holdings Inc Contract administrator $14,250
Actuarial Benefits Corp Contract administrator $7,819
Empower Advisor Group, Llc Investment management $7,719