AUMdb

Noah Medical 401(k) Plan

Sponsored by Noah Medical Corporation · EIN 832077309 · Plan #001

Total assets
$11.0M
Net assets
$11.0M
Active participants
351
With balances
240

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
Assuredpartners Investment Advisors, Llc CRD 309550 deterministic · 100% 2024
M Holdings Securities, Inc. CRD 43285 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Assuredpartners Investment Advisors Investment advisory (plan), Consulting fees $22,548
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $17,929
M Holding Securities, Inc. Investment advisory (plan), Consulting fees $16,949