AUMdb

True North Medical Group Llc 401(k) Profit Sharing Plan & Trust

Sponsored by True North Medical Group Llc · EIN 825048740 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
176
With balances
222

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mml Investors Services, Llc Investment advisory (participants) $38,301
401 K Generation Contract administrator $17,114
Paychex, Inc. Recordkeeping $12,073