Medical Society Of Delaware 401(k) Profit Sharing Plan
Sponsored by Medical Society Of Delaware · EIN 510061011 · Plan #333
- Total assets
- $20.9M
- Net assets
- $20.8M
- Active participants
- 147
- With balances
- 200
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 |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $129,193 |
| Templeton & Company Llp | Accounting | $19,500 |
| Pinnacle Financial Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,049 |
| Cetera Financial Group | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |