AUMdb

Palo Alto Foundation Medical Group, Inc. 401(k) Plan

Sponsored by Palo Alto Foundation Medical Group, Inc. · EIN 510656809 · Plan #001

Total assets
$2.3B
Net assets
$2.3B
Active participants
2,064
With balances
2,413

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees -$24,383