AUMdb

Tribeca Pediatrics Pllc 401(k) Plan

Sponsored by Tribeca Pediatrics Pllc · EIN 710902029 · Plan #003

Total assets
$19.5M
Net assets
$19.5M
Active participants
361
With balances
361

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
Mai Capital Management, Llc CRD 109807 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $86,715
Mai Capital Management, Llc Investment advisory (plan), Other fees $0
Lws Wealth Advisors Investment advisory (plan), Other fees $0
Prime Pensions, Inc. Other services, Other fees $0
Wishire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0