Monroe Plan For Medical Care, Inc. 401(k) Retirement Plan
Sponsored by Monroe Plan For Medical Care, Inc. · EIN 160973194 · Plan #002
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 199
- With balances
- 304
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $37,261 |
| Empower Life & Annnuity Insurance | Float revenue, Recordkeeping fees | $3,423 |
| Bpas Service Llc | Contract administrator | $0 |
| Lifetime Benefit Solutions | Contract administrator | $0 |