AUMdb

Memphis Obstetrics & Gynecological Assoc P.C. 401(k) Plan

Sponsored by Memphis Obstetrics & Gynecological Assoc. P.C. · EIN 621226101 · Plan #001

Total assets
$38.6M
Net assets
$38.6M
Active participants
181
With balances
235

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (participants), Investment advisory (plan) $48,090
Empower Annuity Insurance Company Recordkeeping fees $37,399
Watkins Uiberall, Pllc Accounting $7,500