AUMdb

Ohio Valley Physicians, Inc. 401(k) Plan

Sponsored by Ohio Valley Physicians, Inc. · EIN 311778412 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
200
With balances
334

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $20,125
M2 B Retirement Consulting, Llc Contract administrator, Direct payment from the plan, Other services $8,100
Raymond James & Associates Inc Investment advisory (plan), Direct payment from the plan $7,050