AUMdb

Medic Management Group 401(k) Plan

Sponsored by Medic Management Group, Llc · EIN 341888432 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
130
With balances
110

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
Ancora Retirement Plan Advisors, Llc CRD 31256 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ancora Retirement Plan Advisors Investment advisory (plan) $25,701
Fidelity Investments Participant loan processing, Recordkeeping fees, Account maintenance fees $21,948