AUMdb

Baim Institute For Clinical Research 401(k) Plan

Sponsored by Baim Institute For Clinical Research, Inc. · EIN 043521077 · Plan #001

Total assets
$17.6M
Net assets
$17.6M
Active participants
72
With balances
163

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
Mml Investors Services, Llc CRD 10409 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Mml Investor Services Llc Investment advisory (plan) $19,463
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $12,605