AUMdb

Physician Affiliate Group Of New York Retirement Plan

Sponsored by Physician Affiliate Group Of New York, P.C. (Pagny) · EIN 900603487 · Plan #002

Total assets
$1.3B
Net assets
$1.3B
Active participants
3,604
With balances
4,585

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
Mercer Investments Llc Consulting (general) $422,851
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $225,626