AUMdb

Mid Atlantic Permanente Medical Group, P.C. 401(k) Plan

Sponsored by Mid Atlantic Permanente Medical Group, Pc · EIN 521196226 · Plan #002

Total assets
$1.1B
Net assets
$1.1B
Active participants
2,167
With balances
2,696

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $316,059
Forvis, Llp Accounting $34,440
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$289,767