AUMdb

Physicians' Practice Enhancement, Llc 401(k) Profit Sharing Plan

Sponsored by Physicians Practice Enhancement, Llc · EIN 223773688 · Plan #001

Total assets
$13.2M
Net assets
$13.1M
Active participants
335
With balances
312

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities Llc Investment management, Shareholder servicing fees $36,837
John Hancock Trust Company Llc Recordkeeping, Investment management, Other services $17,336