AUMdb

General Physician, P.C. 401(k) Plan

Sponsored by General Physician, P.C. · EIN 161460136 · Plan #001

Total assets
$69.1M
Net assets
$69.1M
Active participants
1,301
With balances
1,656

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
Lawley Retirement Advisors, Llc CRD 282786 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $212,423
Lawley Retirement Advisors Llc Investment advisory (plan) $20,000