Philadelphia Urgent Care Management, Inc. 401(k) Plan
Sponsored by Philadelphia Urgent Care Management, Inc · EIN 811422787 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 209
- With balances
- 276
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 |
|---|---|---|
| Summit Group Retirement Planners, Inc. CRD 169823 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $24,397 |
| Summit Group Retirement Planners | Investment advisory (plan), Direct payment from the plan | $11,133 |