Physicians Premier Management Services 401(k) Plan
Sponsored by Physicians Premier Management Services, Llc · EIN 473748707 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 274
- With balances
- 153
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $28,724 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $22,542 |