AUMdb

Memorial Mri & Diagnostic, Pllc 401 (K) Plan

Sponsored by Memorial Mri & Diagnostic, Pllc · EIN 760677442 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
383
With balances
166

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
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Prime Capital Investment Advisors, Investment advisory (plan) $3,125
The Retirement Advantage, Inc. Investment advisory (plan) $3,125
Nationwide Life Insurance Company Investment management fees (indirect), Sub-transfer agency fees, Float revenue $700
Roger Blackmon Investment advisory (plan) $125
Nationwide Other fees $75