AUMdb

Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan And Trust

Sponsored by Central Virginia Family Physicians, Inc. · EIN 541663754 · Plan #001

Total assets
$19.8M
Net assets
$19.8M
Active participants
57
With balances
166

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
Mml Investors Services, Llc CRD 10409 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Unified Trust Company Contract administrator, Investment management fees (direct), Trustee (institutional) $63,562
Mml Investor Services, Inc. Investment advisory (participants), Investment advisory (plan) $33,218