Merced Faculty Associates Medical Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Merced Faculty Associates Medical Group, Inc. · EIN 770252214 · Plan #003 · Merced, CA
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 211
- With balances
- 267
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $52,374 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,507 |