Paf 401(k) Plan
Sponsored by Patient Advocate Foundation · EIN 541806317 · Plan #003
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 232
- With balances
- 219
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 |
|---|---|---|
| Davenport & Company Llc | Recordkeeping, Trustee (institutional), Other services | $34,006 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $6,516 |