Section 403(b) Retirement Plan For Mountain Comprehensive Health Corporation
Sponsored by Mountain Comprehensive Health Corporation · EIN 610712406 · Plan #003
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 605
- With balances
- 363
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Meridian Wealth Management, Llc CRD 285853 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meridian Wealth Management | Investment advisory (plan), Direct payment from the plan | $46,128 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $8,834 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |