Bloomington Medical Services, Llc 401(k) Plan
Sponsored by Bloomington Medical Services, Llc · EIN 261803679 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 174
- With balances
- 232
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 |
|---|---|---|
| Whitaker Myers Wealth Managers, Ltd. CRD 286093 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services, Llc | Recordkeeping | $33,450 |
| Whitaker Myers Wealth Managers, Ltd | Investment advisory (participants) | $30,018 |