AUMdb

Siddons Martin Emergency Group 401(k) Plan

Sponsored by Siddons Martin Emergency Group · EIN 274333590 · Plan #001

Total assets
$24.4M
Net assets
$24.4M
Active participants
762
With balances
768

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $111,509
Pnc Bank Contract administrator, Direct payment from the plan $8,222
Pnc Bank Na Investment advisory (plan), Other fees $0
Edward Jones Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0