AUMdb

Vascular Surgery Associates, Llc 401(k) Plan

Sponsored by Vascular Surgery Associates, Llc · EIN 521726724 · Plan #002

Total assets
$23.3M
Net assets
$23.3M
Active participants
113
With balances
136

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Corporation Investment advisory (plan) $19,853
Mml Investors Services Llc Investment advisory (plan) $13,186
Transamerica Retirement Solutions, Recordkeeping, Float revenue, Participant loan processing $12,007