AUMdb

Valley Medical Group, P.C. 401(k) Plan

Sponsored by Valley Medical Group, P.C. · EIN 042945394 · Plan #001

Total assets
$31.5M
Net assets
$31.4M
Active participants
368
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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Voya Retirement Ins. And Annuity Co Distribution (12b-1) fees, Recordkeeping, Investment management $58,517
Cetera Advisors Network Accounting, Investment advisory (plan), Other commissions $0
Freeman Retirement Plan Consutling Other services, Other commissions $0