Java Medical Group 401(k) Plan
Sponsored by Java Medical Center, Llc · EIN 823684621 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 1,077
- With balances
- 799
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc | Recordkeeping, Consulting (pension), Copying and duplicating | $39,483 |
| Cook Street Consulting | Trustee (directed), Investment management fees (direct) | $6,347 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $21 |
| Charles Schwab & Co., Inc. | Investment management, Direct payment from the plan | $0 |