P.A.T.H.S. 401(k) Plan
Sponsored by Physician And Tactical Healthcare Services, · EIN 522274526 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 324
- With balances
- 85
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 |
|---|---|---|
| Legacy Advisors, Llc CRD 139830 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $41,078 |
| Legacy Advisors, Llc | Investment advisory (plan), Other fees | $0 |