AUMdb

Metro West Ambulance Service Retirement Plan

Sponsored by Metro West Ambulance, Inc. · EIN 910877398 · Plan #002

Total assets
$39.6M
Net assets
$39.6M
Active participants
1,208
With balances
569

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Tpg Financial Advisors, Llc CRD 141153 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tpg Financial Advisors, Llc Investment advisory (plan), Consulting fees $94,090
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $89,835