AUMdb

Advancedhealth 401(k) Profit Sharing Plan

Sponsored by Advanced Diagnostic Imaging, P.C. Dba Advancedhealth · EIN 620874165 · Plan #053

Total assets
$165M
Net assets
$165M
Active participants
1,355
With balances
2,854

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
Thoroughbred Financial Services, Llc CRD 47893 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Thoroughbred Financial Services Llc Investment advisory (plan) $202,209
Employee Benefit Services Inc Contract administrator $102,585
Capital Group Retirement Plan Servi Recordkeeping fees $101,580