Collins Medical Associates 2, P. C. 401(k) Plan
Sponsored by Collins Medical Associates 2, P.C. · EIN 061432373 · Plan #001
- Total assets
- $32.0M
- Net assets
- $32.0M
- Active participants
- 140
- With balances
- 214
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 |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $71,233 |
| Pension Consultants Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,757 |
| Transamerica Trust Company | Trustee (institutional) | $167 |