Children's Medical Group, P. C. 401(k) Profit Sharing Plan
Sponsored by Children's Medical Group, P.C. · EIN 581085890 · Plan #002
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 161
- With balances
- 203
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 |
|---|---|---|
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
| Investment Research & Advisory Group, Inc. CRD 126246 | fuzzy_auto · 95% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $29,356 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Shareholder servicing fees | $8,761 |
| Inc. Invt. Res. Advsy Group | Investment advisory (plan) | $5,000 |
| Mercer Global Advisors Inc | Investment advisory (plan) | $0 |
| Invest. Research & Advisory Group | Investment advisory (participants), Investment advisory (plan) | $0 |
| Envestnet Asset Management Inc | Investment advisory (plan) | $0 |