AUMdb

Med Advantage 401(k) Plan

Sponsored by Med Advantage Llc · EIN 455586938 · Plan #002

Total assets
$3.3M
Net assets
$3.3M
Active participants
216
With balances
119

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $19,624
Wells Fargo Advisors. Investment advisory (plan), Direct payment from the plan $6,625