Medical Group Of Beverly Hills, Inc. Defined Benefit Pension Plan
Sponsored by Medical Group Of Beverly Hills, Inc. · EIN 954077334 · Plan #002
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 213
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment management | $182,405 |
| Matrix Trust Company | Custodial (securities), Securities brokerage | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $34.2M | 213 | ack 20260407152859NAL0007600305001 |
| 01/01/2021 | $27.8M | 177 | ack 20251119073801NAL0008407074001 |