AUMdb

Advanced Ent Cash Balance Plan

Sponsored by Regional Otolaryngology Head And Neck Associates, Llc · EIN 200423081 · Plan #002

Total assets
$4.7M
Net assets
$4.7M
Active participants
143
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Principal Global Investors, Llc CRD 109002 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Global Investors Trustee (directed), Investment advisory (plan), Investment management $5,500