Premier Anesthesia 401(k) Plan
Sponsored by Premier Anesthesia Of Pennsylvania, P.C. · EIN 272846919 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 99
- With balances
- 122
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $28,212 |
| Wbl | Accounting, Direct payment from the plan | $26,723 |
| Egps | Contract administrator, Direct payment from the plan | $7,118 |
| Onedigital Investment Advisors Llc | Investment advisory (plan), Direct payment from the plan, Other fees | $5,513 |
| Kilpatrick | Trustee (individual), Direct payment from the plan, Other fees | $5,240 |
| Orenda Retirement, Llc | Other services, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Resources Investment Advisors, Llc | Investment advisory (participants), Consulting fees | $0 |