AUMdb

Sansum Clinic Match Plan

Sponsored by Sansum Clinic · EIN 956419205 · Plan #001

Total assets
$66.2M
Net assets
$66.2M
Active participants
1,195
With balances
1,474

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Lincoln National Corporation Contract administrator $140,764