AUMdb

Yankton Medical Clinic P.C. Profit Sharing Plan & Trust

Sponsored by Yankton Medical Clinic P.C. · EIN 460363830 · Plan #001

Total assets
$107M
Net assets
$107M
Active participants
322
With balances
443

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
First National Bank In Sioux Falls Trustee (institutional), Trustee (directed), Direct payment from the plan $158,676
Oneamerica Retirement Services, Llc Recordkeeping, Copying and duplicating, Participant loan processing $5,646
Matrix Trust Company Custodial (securities), Float revenue $0