Associated Physicians, Llp 401(k) Plan
Sponsored by Associated Physicians, Llp · EIN 391837462 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 151
- With balances
- 202
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 |
|---|---|---|
| Milestone Investment Advisors, Llc CRD 168429 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milestone Investment Advisors | Investment management, Direct payment from the plan | $33,988 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $16,857 |