AUMdb

Mid Atlantic Nephrology Associates, P.A. 401 K Profit Sharing Plan

Sponsored by Mid Atlantic Nephrology Associates · EIN 521218545 · Plan #001

Total assets
$76.4M
Net assets
$76.4M
Active participants
123
With balances
159

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
The Financial Consulate, Inc CRD 106898 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Financial Consulate, Inc Investment advisory (participants) $13,729
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,358