AUMdb

New England Inpatient Specialists, Llc Employees Savings Trust

Sponsored by New England Inpatient Specialists, Llc · EIN 743154007 · Plan #001

Total assets
$15.9M
Net assets
$15.9M
Active participants
135
With balances
117

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
Zhang Financial Llc CRD 159257 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Zhang Financial Investment advisory (plan), Direct payment from the plan $25,789
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $13,103