AUMdb

Pediatric Associates, Inc. P.S. 401(k) Profit Sharing Plan And Trust

Sponsored by Pediatric Associates, Inc. Ps · EIN 910846502 · Plan #001

Total assets
$86.9M
Net assets
$86.9M
Active participants
333
With balances
507

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Sloy, Dahl & Holst, Llc CRD 110102 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Sloy Dahl & Holst Investment advisory (participants), Investment advisory (plan) $221,076
Spectrum Pension Consultants, Inc. Contract administrator, Recordkeeping, Participant communication $73,201