Premier Medical Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Premier Medical Group, Inc. · EIN 721356450 · Plan #001
- Total assets
- $83.3M
- Net assets
- $83.3M
- Active participants
- 262
- With balances
- 306
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 |
|---|---|---|
| Mitchell, Mcleod, Pugh & Williams, Inc. CRD 138240 | fuzzy_auto · 98% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mitchell, Mcleod, Pugh & Williams | Investment advisory (participants), Investment advisory (plan) | $53,250 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $33,956 |
| Raymond James Associates Inc | Investment advisory (participants), Investment advisory (plan) | $23,814 |
| Newport Trust Company | Trustee (individual), Trustee (institutional) | $22,497 |
| Waverly Advisors Llc | Investment advisory (participants), Investment advisory (plan) | $10,434 |