Mountain Area Health Education Center, Inc. Retirement Plan
Sponsored by Mountain Area Health Education Center, Inc. · EIN 561071426 · Plan #002
- Total assets
- $73.8M
- Net assets
- $73.5M
- Active participants
- 1,092
- With balances
- 1,275
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Colton Groome Financial Advisors, Llc CRD 128365 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $213,240 |
| Colton Groome Financial Advisors, L | Investment advisory (plan), Other fees | $0 |