AUMdb

Medical Review Institute Of America 401(k) Plan

Sponsored by Medical Review Institute Of America · EIN 870515201 · Plan #001

Total assets
$24.8M
Net assets
$24.7M
Active participants
513
With balances
587

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $49,049
Empower Annuity Insurance Company Recordkeeping fees $39,047
Wc Administrators, Llc Investment advisory (plan), Contract administrator $24,861
Leafhouse Financial Advisors, Llc Other fees $10,928