AUMdb

Semmes Murphey Clinic Employees' Profit Sharing Plan

Sponsored by Semmes Murphey Clinic · EIN 620642575 · Plan #002

Total assets
$118M
Net assets
$118M
Active participants
362
With balances
465

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
Epic Retirement Plan Services Trustee (institutional), Participant loan processing, Direct payment from the plan $106,945
Gerber/Taylor & Associates Investment advisory (plan) $46,200
Burleigh Consulting Group Plan administrator $26,000