AUMdb

Diagnostic Clinic Medical Group Retirement & Savings Plan

Sponsored by Diagnostic Clinic Medical Group, Inc. · EIN 593307922 · Plan #333

Total assets
$25.1M
Net assets
$25.1M
Active participants
5
With balances
263

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Trustee (directed), Participant loan processing, Sub-transfer agency fees $29,945
Strategic Advisors, Inc. Investment advisory (plan) $9,784
Ss&C Other services $0