AUMdb

Northern Medical Group, Pllc Retirement Savings Plan

Sponsored by Northern Medical Group, Pllc · EIN 475030523 · Plan #001

Total assets
$17.9M
Net assets
$17.9M
Active participants
139
With balances
198

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $26,617
Trinity Point Wealth Llc Recordkeeping, Trustee (institutional), Other services $19,305
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0