Amhc Retirement Plan
Sponsored by Aroostook Mental Health Services, Inc. · EIN 010276859 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 362
- With balances
- 322
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).
| Firm | Match | Plan year |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers Inc | Investment advisory (plan) | $23,738 |
| Retirement Solution Group Llc | Contract administrator | $5,043 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $1,765 |
| Capital Group Retirement Plan | Recordkeeping fees | $1,540 |