AUMdb

Pulmonary Physicians Of South Florida, Llc,Profit Sharing Plan

Sponsored by Pulmonary Physicians Of South Florida, Llc · EIN 412117806 · Plan #002

Total assets
$33.3M
Net assets
$33.2M
Active participants
140
With balances
206

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
Ingham & Company Contract administrator, Recordkeeping, Investment advisory (plan) $56,738
National Financial Service Custodial (securities) $36,619
Reliance Trust Co. Trustee (institutional) $5,039