AUMdb

The Longstreet Clinic, P. C. 401(k) Plan And Trust

Sponsored by The Longstreet Clinic, P.C. · EIN 582117020 · Plan #001

Total assets
$143M
Net assets
$143M
Active participants
610
With balances
866

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
Voya Retirement Insurance & Annuity Recordkeeping fees $186,424
The Angell Pension Group, Inc. Other fees $5,000
Raymond James Financial Services Ad Other fees $0