Highland Clinic, A P.M.C. 401(k) Profit Sharing Plan
Sponsored by Highland Clinic, A P.M.C. · EIN 720703150 · Plan #003
- Total assets
- $86.1M
- Net assets
- $86.1M
- Active participants
- 185
- With balances
- 353
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 |
|---|---|---|
| Werntz & Associates | Contract administrator, Other fees, Direct payment from the plan | $11,518 |
| Heard, Mcelroy & Vestal, Llc | Accounting, Direct payment from the plan | $10,400 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Direct payment from the plan | $1,565 |