AUMdb

Pediatric Affiliates, P.A. 401(k) Plan

Sponsored by Pediatric Affiliates, P.A. · EIN 221930628 · Plan #002

Total assets
$23.1M
Net assets
$23.1M
Active participants
160
With balances
225

Plan year beginning 08/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Rtd Financial Advisors Inc CRD 110744 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rtd Financial Advisors Investment advisory (plan) $68,477
Ascensus, Llc Recordkeeping $46,521
The Mandmarblestone Group Llc Consulting (general) $11,055