Fps 401(k) Plan
Sponsored by Florida Physician Specialists, Llc. · EIN 460772206 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 176
- With balances
- 247
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 |
|---|---|---|
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $71,359 |
| Pension Solutions, Inc | Contract administrator, Direct payment from the plan, Other services | $7,050 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Mai Capital Management, Llc | Investment advisory (plan), Other fees | $0 |