AUMdb

Pacific Cardiovascular Associates Medical Group, Inc. 401(k) Savings Plus Plan

Sponsored by Pacific Cardiovascular Associates Medical Group, Inc. · EIN 330168095 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
137
With balances
129

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
Wilshire Associates Consulting (general), Investment advisory (participants), Investment advisory (plan) $5,992
Insperity Retirement Services Recordkeeping, Participant loan processing, Participant communication $2,625