Pottstown Medical Specialists, Inc Profit Sharing 401 K Plan
Sponsored by Pottstown Medical Specialists, Inc · EIN 232067171 · Plan #002
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 176
- With balances
- 269
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 |
|---|---|---|
| Marion And Black Llc | Accounting | $15,115 |
| Empower Annuity Insurance Company | Contract administrator, Recordkeeping fees, Recordkeeping | $4,671 |
| Securities America Inc | Other commissions | $0 |
| Osaic Wealth Inc | Other commissions | $0 |
| Empower Financial Services Inc | Shareholder servicing fees | $0 |