AUMdb

Mediko, P.C. 401(k) Profit Sharing Plan And Trust

Sponsored by Mediko, Inc. · EIN 541823521 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
417
With balances
477

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch,Pierce,Fenner & Smith Investment management $23,046
Retirement Plan Solutions, Inc. Contract administrator $16,870
Empower Annuity Ins. Co. Of America Recordkeeping, Insurance services, Participant loan processing $13,319