AUMdb

Clinicalmind, Llc 401(k) Plan

Sponsored by Clinicalmind, Llc · EIN 454679017 · Plan #001

Total assets
$18.8M
Net assets
$18.8M
Active participants
223
With balances
270

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Resources Investment Advisors, Inc. Recordkeeping, Trustee (institutional), Other services $52,312
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $4,290
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0