Hospital & Medical Foundation Of Paris, Inc. Tax Deferred Annuity Plan
Sponsored by Hospital & Medical Foundation Of Paris, Inc. · EIN 370860281 · Plan #005
- Total assets
- $39.4M
- Net assets
- $39.4M
- Active participants
- 897
- With balances
- 680
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cls Investment Firm, Llc | Investment advisory (plan), Investment management fees (direct) | $141,527 |
| North American Ktrade Alliance, Llc | Recordkeeping, Other fees, Direct payment from the plan | $72,494 |
| Latitude Service Company, Inc | Other services, Direct payment from the plan, Other fees | $16,862 |