AUMdb

Medical Associates Of The Lehigh Valley Pc Retirement & Savings Plan

Sponsored by Medical Associates Of The Lehigh Valley, P.C. · EIN 232745779 · Plan #001

Total assets
$41.8M
Net assets
$41.8M
Active participants
191
With balances
204

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
Herbein And Company, Inc. Consulting fees $15,250
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $1,250