Plan Contacts
First Mercantile
(Plan Record-Keeper)
First Mercantile
is the record-keeper for your Plan. The record-keeper
provides trust accounting services that track individual account balances
as well as many other services. The record keeper
offers a plan participant hotline to
handle questions about your statement, use of the hotline, loans and
distributions. They also can help you navigate and use the internet access
system.
Phone:
(800) 754-9080
Hours: 8 AM – 5 PM Central
Highland Advisory Group, LLC (Plan Investment Advisor)
Highland Advisory Group, LLC provides a wide array of services to
plan participants and the plan sponsor including educational meetings and
materials for plan participants. Please contact them for
investment-related questions. An advisor will get back to you within 24
hours, but usually within the same day to help you with a variety of
retirement plan and other investment-related issues.
Email:
tcook@highlandwealth.com
Local Number: (408) 827-8445
Toll Free Number: (877) 495-9288
Cell Phone Number: (602) 418-6551
Prudent Investor
Advisors, LLC
Prudent Investor Advisors operates
as the Investment Manager of your Plan. In this capacity, it provides investment oversight and monitoring
of the plan investments offered in your Plan.
Southeast Valley Gastroenterology Consultants, P.C.
(Plan Sponsor)
Southeast Valley Gastroenterology Consultants, P.C., the sponsor of your Plan, provides valuable information on how to maximize
this important employee benefit. If you have specific questions about
this, please
contact
Richard Peterson at Human Resources, by phone at
(480) 899-2994