Blanchard Valley Medical Assc Inc 401(k) Profit Sharing Plan
Sponsored by Blanchard Valley Medical Assc Inc · EIN 341148970 · Plan #001
- Total assets
- $37.6M
- Net assets
- $37.6M
- Active participants
- 92
- With balances
- 134
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 |
|---|---|---|
| Infresh, Inc. CRD 156316 | deterministic · 100% | 2024 |
| Legacy Financial Advisors Corporation CRD 115384 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fifth Third Bank Retirement Service | Custodial (other), Securities brokerage, Investment management fees (direct) | $76,930 |
| Northwestern Mutual | Investment advisory (participants) | $44,391 |
| Infresh, Inc. | Investment advisory (participants) | $44,391 |
| Merrill Lynch Pierce Fenner & Smith | Custodial (other), Securities brokerage, Investment management fees (direct) | $41,849 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $34,658 |
| Legacy Financial Advisors, Inc. | Investment advisory (participants) | $24,213 |