AUMdb

The Plastic Surgery Center, Pa Safe Harbor Pension Plan

Sponsored by Jot Management Llc D/B/A Sycamore Medical Management · EIN 222052641 · Plan #001

Total assets
$30.4M
Net assets
$30.4M
Active participants
355
With balances
507

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
Nationwide Life Insurance Co Investment advisory (participants), Recordkeeping, Investment management $68,543
The Waterford Group, Llc Consulting (general), Insurance agents and brokers, Investment advisory (plan) $48,893
Pfp Nj Inc Accounting, Contract administrator, Recordkeeping $4,825