AUMdb

Sio2 Medical Products, Inc. 401(k) Plan

Sponsored by Sio2 Medical Products, Llc · EIN 453988647 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
99
With balances
127

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
Mcdonald Financial Services, Llc CRD 282899 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mcdonald Financial Services Llc Investment advisory (plan) $27,046
Empower Annuity Insurance Company O Recordkeeping fees $13,977