Monroe County Medical Center Retirement Plan
Sponsored by Monroe Medical Foundation Inc Dba Monroe County Medical Center · EIN 310949874 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 240
- With balances
- 118
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $44,603 |
| Raymond James Financial Services | Investment advisory (plan), Other fees | $0 |