AUMdb

Premier Obgyn Of Minnesota, Pllc 401 K Profit Sharing Plan

Sponsored by Premier Obgyn Of Minnesota, Pllc · EIN 411236623 · Plan #008

Total assets
$86.3M
Net assets
$86.3M
Active participants
249
With balances
431

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
Advanced Capital Group, Inc. CRD 109673 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mvp Plan Administrators, Inc. Contract administrator, Recordkeeping, Consulting (general) $45,163
Advanced Capital Group Investment advisory (participants), Investment advisory (plan), Investment management $42,000
Matrix Trust Company Custodial (securities), Trustee (directed), Shareholder servicing fees $4,403