Mission Internal Medical Group Amended Profit Sharing 401(k) Plan
Sponsored by Mission Internal Medical Group, Inc · EIN 952794408 · Plan #002
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 148
- With balances
- 184
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Private Management Group Inc CRD 104707 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morningstar Inc | Investment management, Direct payment from the plan | $66,913 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $55,885 |
| First National Bank | Investment management, Direct payment from the plan | $44,665 |
| Financial Services Advisory In | Investment advisory (participants), Direct payment from the plan | $40,675 |
| Onedigital Investment Advisors | Investment advisory (participants), Direct payment from the plan | $38,923 |
| Private Management Group Inc | Investment advisory (participants), Direct payment from the plan | $29,241 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $23,656 |
| Charles Schwab & Co. Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,780 |