AUMdb

401 K/Psp & Trust For Employees Of Central Florida Pulmonary Group, Pa

Sponsored by Central Florida Pulmonary Group, P.A. · EIN 591760017 · Plan #002

Total assets
$19.8M
Net assets
$19.8M
Active participants
101
With balances
141

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
Wilshire Associates Inc (Usa) Investment advisory (participants) $3,767
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $918