AUMdb

P3 Health Partners 401(k) Plan

Sponsored by P3 Health Group Management, Llc · EIN 822335638 · Plan #001

Total assets
$13.2M
Net assets
$13.2M
Active participants
456
With balances
353

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 Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $40,314
Moss Adams Llp Accounting $23,500
Bksfinancialinvestmentsllc Investment advisory (plan) $15,186