AUMdb

Med One Capital Funding, Llc Plan

Sponsored by Med One Capital Funding, Llc · EIN 870678357 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
229
With balances
393

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Investment advisory (plan) $24,996
The Vanguard Group, Inc. Account maintenance fees, Recordkeeping $24,962
Ascensus Recordkeeping $0