AUMdb

Nephrology Associates 401(k) Profit Sharing Plan

Sponsored by Yium, Shenouda & Miller Ptrshp · EIN 621077500 · Plan #001

Total assets
$22.0M
Net assets
$22.0M
Active participants
102
With balances
252

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
The Vanguard Group, Inc. CRD 105958 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ftb Advisors, Inc. Investment advisory (participants), Investment advisory (plan), Investment management $26,000
The Vanguard Group, Inc. Custodial (securities), Investment advisory (participants), Investment management $23,933