Milv 401(k) Profit Sharing Plan
Sponsored by Medical Imaging Of Lehigh Valley, P.C. · EIN 232032300 · Plan #003
- Total assets
- $72.2M
- Net assets
- $72.2M
- Active participants
- 118
- With balances
- 150
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 |
|---|---|---|
| Modera Wealth Management, Llc CRD 155649 | deterministic · 100% | 2024 |
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
| Northeast Financial Group, Inc. CRD 122609 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Modera Wealth Management Llc | Investment advisory (participants), Investment management fees (direct) | $31,477 |
| Bernstein Global Wealth Management | Investment advisory (participants), Investment management fees (direct) | $10,076 |
| Waverly Advisors | Investment advisory (participants), Investment management fees (direct) | $9,215 |
| Northeast Financial Group | Investment advisory (participants), Investment management fees (direct) | $8,192 |
| Newport Group, Inc. | Recordkeeping, Participant communication, Direct payment from the plan | $330 |
| Associated Benefit Planners, Ltd. | Consulting (pension), Employee (plan), Direct payment from the plan | $60 |