AUMdb

Healthmark Medical Group, Llc Dba Healthmark Group, Llc 401(k) P/S Plan

Sponsored by Healthmark Medical Group, Llc Dba Healthmark Group, Llc · EIN 364581087 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
633
With balances
276

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $37,906
Usi Securities, Inc. Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0