AUMdb

Miami Valley Emergency Specialists, Llc 401(k) Profit Sharing Plan

Sponsored by Miami Valley Emergency Specialists, Llc · EIN 311712716 · Plan #002

Total assets
$43.0M
Net assets
$43.0M
Active participants
115
With balances
134

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Everen Capital Corporation Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $104,457
Pension Corporation Of America Contract administrator, Recordkeeping, Participant loan processing $16,730
Matrix Trust Company Custodial (securities), Securities brokerage commissions $10,558