Precision Practice Management, Inc. 401(k) Plan
Sponsored by Precision Practice Management, Inc. · EIN 371315752 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 192
- With balances
- 215
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 |
|---|---|---|
| Diversified Financial Advisors, Llc CRD 118261 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement Llc | Contract administrator, Recordkeeping, Consulting (general) | $25,676 |
| Diversified Financial Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $25,211 |