Practice Plus Retirement Plan
Sponsored by Practice Plus · EIN 710678160 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 501
- With balances
- 588
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Participant communication | $58,623 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Investment management fees (indirect) | $0 |