AUMdb

Knoxville Pediatric Associates, P.C. 401 K Plan

Sponsored by Knoxville Pediatric Associates, P. C. · EIN 621337778 · Plan #001

Total assets
$51.0M
Net assets
$51.0M
Active participants
136
With balances
196

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group, Llc Investment management, Other fees $38,113
Empower Annuity Ins Co Of America Recordkeeping fees $32,521
Svrpc, Inc. Contract administrator $26,230