AUMdb

Premier Heart 401(k) Plan

Sponsored by Premier Heart And Vascular Center, P. A. · EIN 203842362 · Plan #002

Total assets
$3.6M
Net assets
$3.6M
Active participants
79
With balances
164

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
Ascensus Other services $0
Morningstar Investment advisory (plan) $0
Voya Retirement Insurance & Annuity Recordkeeping fees $0