Mercy Housing, Inc. 403(b) Plan
Sponsored by Mercy Housing, Inc. · EIN 470646706 · Plan #002
- Total assets
- $96.4M
- Net assets
- $96.4M
- Active participants
- 1,695
- With balances
- 2,368
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $228,743 |
| Innovest Portfolio Solutions, Llc | Investment advisory (plan), Direct payment from the plan | $33,645 |
| Cohn Reznick | Accounting, Direct payment from the plan | $16,800 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |