Presbyterian Medical Services Discretionary Contribution Plan
Sponsored by Presbyterian Medical Services · EIN 850206810 · Plan #001
- Total assets
- $38.0M
- Net assets
- $38.0M
- Active participants
- 861
- With balances
- 1,073
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Group Consulting, Llc CRD 140944 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $99,682 |
| Newport Group Consulting, Llc | Investment advisory (plan), Other investment fees and expenses | $51,885 |