AUMdb

Primo Medical Group, Inc. 401(k) Profit Sharing Plan

Sponsored by Primo Medical Group, Inc. · EIN 042224896 · Plan #002

Total assets
$18.5M
Net assets
$18.5M
Active participants
378
With balances
486

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
Rockland Trust Investment advisory (plan), Direct payment from the plan $29,251
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $5,891