AUMdb

Crouse Medical Practice, Pllc 401(k) Plan

Sponsored by Crouse Medical Practice, Pllc · EIN 800548096 · Plan #001

Total assets
$43.5M
Net assets
$43.5M
Active participants
457
With balances
597

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors Investment advisory (participants) $12,023
Caron And Bletzer Pllc Other fees $12,000
Thompson Hine Llp Other fees $9,453
One Digital Top Co Llc Other fees $0
Bpas Recordkeeping $0
Ubs Financial Services Inc Other fees $0