Avors Medical Group 401(k) Profit Sharing Plan
Sponsored by Avors Medical Group · EIN 261250331 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 62
- With balances
- 69
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 |
|---|---|---|
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soren Mcadam Llp | Accounting | $30,083 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $29,969 |
| Dynamic Wealth Advisors | Investment advisory (plan), Consulting fees | $23,674 |
| The Ryding Company | Consulting (pension), Consulting fees | $10,740 |
| Reliance Custody Fees | Custodial (securities) | $0 |