AUMdb

American College Of Physicians, Inc. Defined Contribution Retirement Plan B

Sponsored by American College Of Physicians, Inc. · EIN 231520302 · Plan #003

Total assets
$38.8M
Net assets
$38.8M
Active participants
154
With balances
201

Plan year beginning 01/01/2024 · 401(k)

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $46,744