Acton Medical Associates, P.C. 401(k) Profit Sharing Plan
Sponsored by Acton Medical Associates, P.C. · EIN 043038356 · Plan #001
- Total assets
- $37.7M
- Net assets
- $37.7M
- Active participants
- 163
- With balances
- 281
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan) | $18,800 |
| The Angell Pension Group, Inc. | Contract administrator | $12,138 |
| Caron & Bletzer, Pllc | Accounting | $11,000 |
| John Hancock Retirement Plan Servic | Recordkeeping, Investment management, Shareholder servicing fees | $12 |