Pioneer Valley Cardiology, Pc 401(k) Plan
Sponsored by Pioneer Valley Cardiology, P.C. · EIN 042505412 · Plan #003
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 105
- With balances
- 131
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $13,662 |
| Jim Hallinan Pension | Contract administrator, Other services, Direct payment from the plan | $7,285 |
| Northwestern Mutual Investment Serv | Other services, Other commissions, Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |