AUMdb

Pediatric Associates, Inc. Profit Sharing Plan

Sponsored by Pediatric Associates, Inc. · EIN 310742964 · Plan #001

Total assets
$19.0M
Net assets
$19.0M
Active participants
83
With balances
107

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
Corient Private Wealth Lp CRD 319448 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Corient Investment advisory (participants) $11,684
Budros, Ruhlin & Roe, Inc. Investment advisory (participants) $10,901