Terry Reilly Health Services Money Purchase Plan
Sponsored by Community Health Clinics Inc. · EIN 820300537 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 400
- With balances
- 513
Plan year beginning 04/01/2024 · Money purchase, 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 |
|---|---|---|
| Apollon Wealth Management, Llc CRD 291902 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rt Jones Capital Equities Mgmt Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $33,120 |
| Apollon Wealth Mgmt Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $17,641 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $2,474 |