Bluestone Physician Services 401(k) Plan
Sponsored by Bluestone Management Services, Llc · EIN 462486806 · Plan #001
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 486
- With balances
- 466
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping fees | $38,077 |
| Mma Securities, Llc | Investment advisory (plan), Direct payment from the plan | $34,012 |