AUMdb

Medisys Venture 401(k) Plan

Sponsored by Medisys Venture, Inc. · EIN 113431792 · Plan #001

Total assets
$147M
Net assets
$147M
Active participants
774
With balances
1,197

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
Royal Alliance Assoc., Inc. Investment advisory (participants), Investment advisory (plan) $201,313
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Claims processing $95,703
Newport Trust Company Trustee (individual), Trustee (institutional) $34,149