Pema 401(k) Plan
Sponsored by Pediatric Emergency Medicine Associates, Llc. · EIN 582518627 · Plan #003
- Total assets
- $74.6M
- Net assets
- $74.6M
- Active participants
- 93
- With balances
- 127
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 |
|---|---|---|
| Bluechip Wealth Advisors Llc CRD 150008 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $139,838 |
| Bluechip Wealth Advisor | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $91,644 |