Alabama Medical Group 401(k) Psp
Sponsored by Alabama Medical Group P.C. · EIN 202208207 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 142
- With balances
- 179
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 |
|---|---|---|
| Leavell Investment Management, Inc. CRD 107890 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leavell Investement Mgmt | Investment advisory (plan), Direct payment from the plan | $54,650 |
| Ascensus Llc | Recordkeeping fees, Other fees, Participant loan processing | $22,450 |
| Warren Averett Llc | Accounting, Direct payment from the plan | $21,500 |