AUMdb

Electrostim Medical Services, Inc. Safe Harbor 401(k) Plan

Sponsored by Electrostim Medical Services, Inc. · EIN 593323767 · Plan #001

Total assets
$23.9M
Net assets
$23.9M
Active participants
234
With balances
255

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
Psi Advisors, Llc CRD 285880 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $102,019
Psi Advisors Llc Investment advisory (plan), Other fees $0
Principal Securities Inc Other services, Other commissions, Other fees $0
Janet A. Panebianco, Cpa, Pllc Other services, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0