Triad Adult And Pediatric Medicine, Inc. 401(k) Plan
Sponsored by Triad Adult And Pediatric Medicine, Inc. · EIN 561991438 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 105
- With balances
- 143
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $14,810 |
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $7,211 |
| Wilshire Associates Inc | Investment advisory (participants) | $481 |