AUMdb

Martin's Point 401(k) Plan

Sponsored by Martin's Point Health Care · EIN 010353275 · Plan #001

Total assets
$166M
Net assets
$166M
Active participants
1,045
With balances
1,391

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $236,040
Fiducient Advisors Llc Investment advisory (plan) $49,950