AUMdb

Medbridge, Inc. 401(k) Plan

Sponsored by Medbridge, Inc. · EIN 463675059 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
125
With balances
174

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
Newsquare Capital, Llc CRD 152430 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pcs Retirement Llc Contract administrator, Consulting (pension), Participant communication $11,933
Newsquare Capital, Llc Investment advisory (plan), Investment management, Direct payment from the plan $10,708