AUMdb

Trusted Doctors Llc 401 K Plan

Sponsored by Trusted Doctors Llc · EIN 540967672 · Plan #002

Total assets
$62.5M
Net assets
$62.5M
Active participants
911
With balances
701

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $76,287