AUMdb

Silicon Valley Medical Development, Llc 401(k) Plan

Sponsored by Silicon Valley Medical Development, Llc · EIN 263021328 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
324
With balances
548

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Pcs Retirement, Llc Recordkeeping, Participant communication, Custodial (securities) $3,269,352
Pensionone Advisors, Inc. Contract administrator, Account maintenance fees, Recordkeeping $35,372
Capital Performance Advisors, Llp Investment advisory (participants), Investment management fees (direct), Investment advisory (plan) $27,304