AUMdb

Physicians & Surgeons Clinic Ob/Gyn, Pllc Profit Sharing Plan

Sponsored by Physicians & Surgeons Clinic Ob/Gyn, Pllc · EIN 640645887 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
77
With balances
139

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $37,054
Empower Annuity Insurance Company O Recordkeeping fees $20,728