AUMdb

Michigan Pain Consultants, P.C. 401(k) Profit Sharing Plan

Sponsored by Michigan Pain Consultants, Pc · EIN 382561725 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
0
With balances
89

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
Grand Wealth Management, Llc CRD 132137 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Grand Wealth Management, Llc Investment advisory (plan) $28,530
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $25,365
Riversedge Adv Ret Solutions Llc Recordkeeping, Participant loan processing, Direct payment from the plan $12,182
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Charles Schwab Trust Bank Custodial (securities), Float revenue $0