Essen Medical Associates, Pc 401(k) Plan And Trust
Sponsored by Essen Medical Associates, P.C. · EIN 582501863 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 1,480
- With balances
- 339
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,148 |
| Fidelity Investments Instit. Operat | Participant loan processing, Recordkeeping fees, Account maintenance fees | $5,426 |