AUMdb

The Corvallis Clinic, P.C. 401(k) Plan

Sponsored by The Corvallis Clinic, P.C. · EIN 931221257 · Plan #001

Total assets
$124M
Net assets
$124M
Active participants
553
With balances
998

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Other fees $98,638
Vanguard Advisers Inc. Investment advisory (participants) $29,812