Siu P & S Retirement Plan
Sponsored by Siu Physicians & Surgeons · EIN 364143823 · Plan #001
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 265
- With balances
- 385
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (direct), Investment management fees (indirect) | $29,393 |