AUMdb

Integrated Medicine Alliance,P.A 401 K Ps Plan

Sponsored by Integrated Medical Alliance,Pa · EIN 223277741 · Plan #001

Total assets
$16.7M
Net assets
$16.7M
Active participants
174
With balances
249

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
Fidelity Investmentsinstitutional Participant loan processing, Recordkeeping fees, Account maintenance fees $38,724
Alliant Retirement Services Investment advisory (plan) $15,000