AUMdb

Surgeons Choice Medical Center 401(k) Plan And Trust

Sponsored by Southfield Rehabilitation Company · EIN 383162435 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
182
With balances
181

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $9,860
Transamerica Life Insurance Co. Recordkeeping, Participant loan processing, Investment management fees (indirect) $2,923
Barclay Planning Group Recordkeeping, Participant loan processing, Recordkeeping fees $0