Physicians Mutual Defined Contribution Retirement Plan And Trust
Sponsored by Physicans Mutual Insurance Company Physicians Life Insurance Company · EIN 470270450 · Plan #002
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 1,039
- With balances
- 1,540
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $140,883 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $135,333 |
| Hub Investment Advisors, Inc | Other fees | $16,250 |