AUMdb

Pinehurst Surgical Clinic, P. A. Retirement And Savings Plan

Sponsored by Pinehurst Surgical Clinic, P.A. · EIN 560942061 · Plan #001

Total assets
$95.3M
Net assets
$95.3M
Active participants
483
With balances
648

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $109,460
Vanguard Advisers Inc. Investment advisory (participants) $26,370