AUMdb

Ob/Gyn Affiliates 401(k) Profit Sharing Plan

Sponsored by Ob/Gyn Affiliates · EIN 841520625 · Plan #001

Total assets
$30.4M
Net assets
$30.4M
Active participants
194
With balances
242

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
Ubs Financial Services, Inc. Consulting (pension) $59,566
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $24,229
Ryan Gunsauls & O'donnell Llc Accounting $13,000
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $9,840
Transamerica Trust Company Trustee (institutional) $167