AUMdb

Arizona Pulmonary Specialists, Ltd. Savings Plan

Sponsored by Arizona Pulmonary Specialists, Ltd. · EIN 860831961 · Plan #001

Total assets
$21.9M
Net assets
$21.9M
Active participants
76
With balances
95

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
Milliman, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $24,313
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0