AUMdb

Primary Health Medical Group 401(k) Plan

Sponsored by Alliance Medical Group , Llc · EIN 202630141 · Plan #001

Total assets
$49.2M
Net assets
$49.2M
Active participants
588
With balances
790

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $137,174
Concierge Private Wealth Management Investment advisory (plan), Consulting fees $47,800
Resources Investment Advisors Llc Investment advisory (plan), Consulting fees $47,162