AUMdb

Saint Agnes Medical Providers 401(k) Plan

Sponsored by Saint Agnes Medical Providers · EIN 461465093 · Plan #001

Total assets
$20.5M
Net assets
$20.5M
Active participants
94
With balances
128

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
Regency Investment Advisors Investment advisory (participants), Investment advisory (plan) $62,229
Proaccount Investment advisory (participants) $9,489
Nationwide Investment advisory (participants) $2,264