AUMdb

Primary Care Centers Of Eastern Kentucky 401 K Plan

Sponsored by Primary Care Centers Of Eastern Kentucky · EIN 061685195 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
295
With balances
257

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Insurance services, Participant loan processing $42,579
Erisa Smart Participant loan processing, Other services, Direct payment from the plan $10,619
Leafhouse Financial Advisors, Llc Investment advisory (participants), Investment advisory (plan) $6,638
Proaccount Investment advisory (participants) $3,821
Creative Retirement Systems, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $2,689
Lpl Financial Llc Investment advisory (participants), Investment advisory (plan) $0