Pharmacists Mutual Insurance Co. Salary Savings Plan
Sponsored by Pharmacists Mutual Insurance Company · EIN 420223390 · Plan #002 · Algona, IA
- Total assets
- $50.4M
- Net assets
- $50.3M
- Active participants
- 248
- With balances
- 350
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $62,111 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $56,212 |