AUMdb

West Florida Medical Associates, P.A. 401(k) Profit Sharing Plan And Trust

Sponsored by West Florida Medical Associates P.A. · EIN 593411454 · Plan #002

Total assets
$31.4M
Net assets
$31.4M
Active participants
119
With balances
236

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $292
Ascensus C/O Future Plan Other services $0
Voya Retirement Ins & Annuity Co Recordkeeping fees $0