Medical Association Of Georgia Multiple Employer 401(k) Profit Sharing Plan
Sponsored by Medical Association Of Georgia · EIN 580605267 · Plan #002
- Total assets
- $47.8M
- Net assets
- $47.8M
- Active participants
- 568
- With balances
- 540
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 |
|---|---|---|
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Global Advisors, Inc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $103,118 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $69,684 |
| Charles Schwab Bank | Custodial (securities), Securities brokerage, Participant loan processing | $54,189 |