AUMdb

American Vision Partners 401(k) Plan

Sponsored by Medical Management Resource Group, Llc · EIN 030460264 · Plan #001

Total assets
$71.6M
Net assets
$71.6M
Active participants
1,965
With balances
2,072

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $302,302
Cliftonlarsonallen Llp Accounting, Other fees $0
Global Retirement Partners Llc Investment advisory (plan), Other fees $0