Medico 401(k) Retirement Plan
Sponsored by Medico, Llc · EIN 720751306 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 3,282
- With balances
- 1,190
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 |
|---|---|---|
| Phan, Tan, Minh CRD 297062 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hub International Midwest Ltd | Consulting (general), Direct payment from the plan | $48,330 |
| Tauzin Wealth Management | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $44,559 |
| T. Rowe Price | Recordkeeping, Participant communication, Direct payment from the plan | $35,414 |