Sai Med Partners, Llc 401(k) Incentive Savings Plan
Sponsored by Sai Med Partners, Llc · EIN 800458825 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 119
- With balances
- 165
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 |
|---|---|---|
| Northeast Financial Group, Inc. CRD 122609 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northeast Financial Group, Inc | Investment management, Investment management fees (direct) | $52,027 |
| Penserv Plan Services | Recordkeeping, Recordkeeping fees | $13,731 |