AUMdb

Princeton Radiology Associates, Pa 401(k) Profit Sharing Plan

Sponsored by Princeton Radiology Associates, P.A · EIN 221977626 · Plan #002

Total assets
$125M
Net assets
$125M
Active participants
339
With balances
405

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
Logan Capital Management, Inc. CRD 108893 deterministic · 100% 2024
Condor Capital Management CRD 104920 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Web401 K.Com, Inc. Plan administrator $78,378
Curi Wealth Management, Llc Investment advisory (participants) $37,170
Logan Capital Management Investment advisory (participants) $15,769
Charles Schwab Trust Bank Custodial (securities) $12,595
Condor Capital Managment Investment advisory (participants) $6,256