Proactive Md Management Services 401(k) Profit Sharing Plan And Trust
Sponsored by Proactive Md Management Services, Llc · EIN 810960095 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 435
- With balances
- 594
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $37,736 |
| Cherry Bekaert Llp | Accounting, Direct payment from the plan | $35,457 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Consulting fees | $28,428 |