AUMdb

Midwest Radiology P.A. Profit Sharing Plan

Sponsored by Midwest Radiology, P.A. · EIN 410916626 · Plan #001

Total assets
$300M
Net assets
$300M
Active participants
395
With balances
557

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
Financial Engines Advisors L.L.C. CRD 104510 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edelman Financial Engines, Llc Investment advisory (participants), Direct payment from the plan $35,228
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $11,188