Pcp/Ahp/Abs 401(k) Profit Sharing Plan
Sponsored by Primary Care Partners, Llc · EIN 274980253 · Plan #001
- Total assets
- $45.1M
- Net assets
- $45.1M
- Active participants
- 439
- With balances
- 675
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 |
|---|---|---|
| Rtd Financial Advisors Inc CRD 110744 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rtd Financial Advisors, Inc. | Investment advisory (plan) | $74,203 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $64,756 |
| Transamerica Trust Company | Trustee (institutional) | $167 |