AUMdb

Tanner Memorial Clinic Employee 401(k)profit Sharing Plan

Sponsored by Tanner Memorial Clinic · EIN 870218917 · Plan #001

Total assets
$146M
Net assets
$146M
Active participants
1,037
With balances
1,154

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (direct), Investment management fees (indirect) $34,175
Khsa Direct payment from the plan $16,000