AUMdb

Sebmg 401 K Profit Share Plan

Sponsored by Sutter East Bay Medical Group, Inc. · EIN 201857625 · Plan #001

Total assets
$244M
Net assets
$244M
Active participants
505
With balances
610

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
Nwk Group, Inc. CRD 124186 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nwk Group Investment advisory (plan) $60,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$85,629