Pinehurst Medical Clinic, Inc. 401(k) Profit Sharing Plan
Sponsored by Pinehurst Medical Clinic, Inc. · EIN 560942980 · Plan #001
- Total assets
- $153M
- Net assets
- $153M
- Active participants
- 823
- With balances
- 1,200
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 |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Millstone Advisory Partners | Investment advisory (participants), Investment advisory (plan), Investment management | $57,929 |
| First Citizens Bank & Trust | Investment advisory (participants), Investment advisory (plan), Investment management | $47,000 |
| George Oschmann | Investment advisory (participants), Investment advisory (plan), Investment management | $30,265 |
| The Vanguard Group, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $20,938 |
| Stephen Lindon Thomas | Investment advisory (participants), Investment advisory (plan), Investment management | $18,026 |
| Qrps, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $12,375 |
| Peter Sargent | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |
| Hs Dreher Capital Mgmt | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |