AUMdb

Bend Memorial Clinic, P.C. 401(k) Retirement Plan

Sponsored by Bend Memorial Clinic, P.C. · EIN 680637976 · Plan #002

Total assets
$61.9M
Net assets
$61.9M
Active participants
183
With balances
352

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $5,529