The Delta Pathology Group, Llc 401(k) Plan
Sponsored by The Delta Pathology Group, Llc · EIN 720933293 · Plan #001
- Total assets
- $65.7M
- Net assets
- $65.7M
- Active participants
- 274
- With balances
- 386
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones And Co | Consulting (general), Investment advisory (plan) | $50,530 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $46,194 |
| Mesirow Financial, Inc. | Consulting (general), Investment advisory (plan) | $10,190 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $63 |