AUMdb

Villagemd 401(k) Retirement Savings Plan

Sponsored by Village Practice Management Company, Llc · EIN 462975838 · Plan #002

Total assets
$1.4B
Net assets
$1.4B
Active participants
17,015
With balances
16,315

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $962,396
Strategic Advisors, Inc. Investment advisory (plan) $81,000
Sageview Advisory Group Llc Investment advisory (plan) $61,300
Deloitte & Touche Llp Accounting $52,500
Protiviti Accounting $36,478
Westminster Consulting Llc Investment advisory (plan) $25,297
Wealth Enhancement Advisory Serv Consulting (general) $14,300
T. Rowe Price Trust Company Accounting $6,181