AUMdb

Northwest Primary Care Group, Pc 401(k) Plan

Sponsored by Northwest Primary Care Group, Pc · EIN 930599056 · Plan #001

Total assets
$48.3M
Net assets
$48.3M
Active participants
165
With balances
233

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
Martel Wealth Advisors, Llc CRD 296896 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Martel Wealth Advisors Investment advisory (plan), Consulting fees $45,862
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $19,406
Reliance Trust Company Accounting, Direct payment from the plan $5,728