AUMdb

Medical Services Group Department Of Medicine Profit Sharing Plan

Sponsored by Medical Services Group Department Of Medicine · EIN 161475278 · Plan #002

Total assets
$94.9M
Net assets
$94.9M
Active participants
166
With balances
245

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Burke Group Recordkeeping fees, Direct payment from the plan $35,724