Foundation Physicians Medical Group, Inc. 401(k) Plan
Sponsored by Foundation Physicians Medical Group, Inc. · EIN 320221884 · Plan #001
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 303
- With balances
- 507
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Default investment account (QDIA), Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $31,257 |
| Pkf, Llp | Accounting | $19,950 |
| Resources Investment Advisors Llc | Investment advisory (plan) | $17,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $7,677 |