AUMdb

Consolidated Medical Practices Retirement Plan

Sponsored by Consolidated Medical Practices Of Memphis, Pllc · EIN 262851160 · Plan #003

Total assets
$39.3M
Net assets
$39.3M
Active participants
351
With balances
190

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
Bdc Advisory, Llc CRD 124233 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $89,231
Bdc Advisory, Llc Investment advisory (plan) $36,836