AUMdb

Medical Anesthesia Group, P.A. Profit Sharing Plan

Sponsored by Medical Anesthesia Group, P.A. · EIN 620815135 · Plan #001

Total assets
$111M
Net assets
$111M
Active participants
69
With balances
147

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Meridian Trust & Investment Company Accounting, Claims processing, Contract administrator $820,878
Epic Advisors, Inc Claims processing, Recordkeeping, Participant loan processing $20,218
Raymond James & Associates Investment advisory (participants), Investment management, Securities brokerage $8,972