AUMdb

University Of Louisville Physicians, Inc. Profit Sharing Plan

Sponsored by University Of Louisville Physicians, Inc. · EIN 273645560 · Plan #002

Total assets
$161M
Net assets
$161M
Active participants
3,232
With balances
3,301

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
Stegner Investment Associates Inc CRD 107480 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $157,811
Stegner Investment Associates Investment advisory (participants), Investment advisory (plan) $9,016