AUMdb

Healthstar Physicians Pc 401(k) Retirement Plan

Sponsored by Healthstar Physicians Pc · EIN 621612894 · Plan #001

Total assets
$53.8M
Net assets
$53.8M
Active participants
519
With balances
492

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
Thoroughbred Financial Services, Llc CRD 47893 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Trust Company Of Tennessee Recordkeeping, Trustee (institutional), Investment advisory (plan) $181,117
Thoroughbred Financial Services Llc Investment advisory (participants), Investment management fees (direct), Securities brokerage commissions $7,144