Medical Group Management Association 401(k) Plan
Sponsored by Mgma Acmpe · EIN 452766110 · Plan #003
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 128
- With balances
- 188
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 |
|---|---|---|
| Ima Advisory Services, Inc. CRD 112091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ima Advisory Services Inc | Investment advisory (plan) | $56,537 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $30,580 |