AUMdb

Rady Children's Physician Management Services, Inc. 401(k) Plan

Sponsored by Rady Children's Physician Management Services, Inc. · EIN 330670694 · Plan #001

Total assets
$23.4M
Net assets
$23.4M
Active participants
605
With balances
549

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities Investment advisory (plan) $37,733
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $31,023