Mercy Health Services, Inc. 401(k) Profit Sharing Plan Trust
Sponsored by Mercy Health Services, Inc. · EIN 621781969 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 125
- With balances
- 149
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 |
|---|---|---|
| Efinancial Alliance, Llc CRD 161352 | deterministic · 100% | 2024 |
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $13,635 |
| Efinancial Alliance Llc | Investment advisory (plan) | $7,891 |
| Erisa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,128 |
| Rpa Financial Llc | Investment advisory (plan) | $717 |
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $368 |
| Transamerica Trust Company | Trustee (institutional) | $133 |