Clay Platte Family Medicine 401(k) Plan
Sponsored by Clay Platte Family Medicine Clinic, Pc. · EIN 431702375 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 175
- With balances
- 154
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 Investments Institutional | Recordkeeping fees, Account maintenance fees | $5,909 |