AUMdb

Perinatal Associates Of New Mexico, Ltd 401(k) Profit Sharing Plan And Trust

Sponsored by Perinatal Associates Of New Mexico Ltd · EIN 850360918 · Plan #002

Total assets
$19.8M
Net assets
$19.8M
Active participants
120
With balances
165

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
Merrill Lynch Investment advisory (participants), Investment management fees (direct) $82,769
John Hancock Life Insurance Company Other insurance wrap fees, Soft dollars commissions, Recordkeeping $38,358