AUMdb

Great Lakes Physicians, P.C. 401(k) Plan

Sponsored by Great Lakes Physicians, P.C. · EIN 474319886 · Plan #001

Total assets
$47.9M
Net assets
$47.9M
Active participants
169
With balances
208

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
Lawley Retirement Advisors, Llc CRD 282786 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $40,009
Lawley Retirement Advisors Llc Investment advisory (plan), Direct payment from the plan $17,147