AUMdb

Arizona Arthritis & Rheumatology Associates, P.C. 401 K Profit Sharing

Sponsored by Arizona Arthritis & Rheumatology Associates, P.C. · EIN 860765242 · Plan #002

Total assets
$25.2M
Net assets
$25.2M
Active participants
220
With balances
291

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
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cetera Investment Advisers Llc Investment advisory (plan), Direct payment from the plan $84,566
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $50,294
Edberg Perry, Llc Contract administrator, Other services, Direct payment from the plan $0