AUMdb

Palmetto Primary Care Physicians, Llc 401(k)

Sponsored by Palmetto Primary Care Physicians, Llc · EIN 571056849 · Plan #001

Total assets
$58.3M
Net assets
$58.3M
Active participants
563
With balances
512

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
Carolina Qualified Retirement Plan Advisers, Llc CRD 171534 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Carolina Qualified Retirement Plan Investment advisory (plan), Direct payment from the plan $57,057
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $51,545