AUMdb

Bryn Mawr Medical Specialists Association Profit Sharing Plan

Sponsored by Bryn Mawr Medical Specialists Association · EIN 231714249 · Plan #002

Total assets
$140M
Net assets
$140M
Active participants
484
With balances
365

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
Burke Group Consulting (general), Direct payment from the plan $203,616
Prime, Bucholtz & Associates Investment advisory (plan), Direct payment from the plan $175,938
Newport Trust Company Custodial (securities), Direct payment from the plan $39,519