Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan
Sponsored by Trivalley Primary Care, P.C. · EIN 232794145 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 139
- With balances
- 191
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 |
|---|---|---|
| Girard Partners Ltd | Investment advisory (participants) | $54,124 |
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $1,634 |