Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan
Sponsored by Methodist Retirement Communities · EIN 741403088 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 873
- With balances
- 468
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 |
|---|---|---|
| Ballew Advisors Inc CRD 110522 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ballew Advisors, Inc. | Investment advisory (participants) | $31,443 |
| Compensation Strategies Group, Ltd. | Consulting (pension), Participant loan processing, Other services | $12,331 |
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $9,718 |