AUMdb

Loudoun Medical Group Retirement Plan

Sponsored by Loudon Medical Group, P.C. · EIN 541988843 · Plan #001

Total assets
$200M
Net assets
$200M
Active participants
1,451
With balances
1,839

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $219,280
Kestra Advisory Services Llc Consulting (general) $70,000
Cherry Bekaert Llp Actuarial $21,262
Baker Tilly Us Llp Accounting $18,375