Sound Family Medicine 401(k) Plan
Sponsored by Sound Family Medicine · EIN 911502939 · Plan #002
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 219
- With balances
- 197
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $44,955 |