AUMdb

University Neurosurgical Associates, P. C. 401(k) Plan

Sponsored by University Neurosurgical Associates P.C. · EIN 382376857 · Plan #003

Total assets
$28.0M
Net assets
$28.0M
Active participants
124
With balances
230

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
Usi Consulting Group Claims processing, Recordkeeping, Consulting (pension) $1,550
Charles Schwab Bank Custodial (securities), Trustee (institutional), Named fiduciary $0