Pafmg Cash Balance Plan Ii
Sponsored by Palo Alto Foundation Medical Group, Inc. · EIN 510656809 · Plan #007
- Total assets
- $362M
- Net assets
- $362M
- Active participants
- 916
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Futureplan | Actuarial, Consulting (pension), Direct payment from the plan | $122,267 |
| The Vanguard Group, Inc. | Investment management fees (indirect), Soft dollars commissions, Trustee (institutional) | $39,955 |
| Berla Investing | Investment advisory (plan) | $27,216 |
| Nfp Retirement, Inc. | Investment advisory (plan) | $20,000 |
| Miller Kaplan Arase | Accounting, Direct payment from the plan | $15,500 |