Medrisk Llc 401(k) Plan
Sponsored by Medrisk, Llc · EIN 232788593 · Plan #001
- Total assets
- $51.8M
- Net assets
- $51.8M
- Active participants
- 1,197
- With balances
- 1,064
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 |
|---|---|---|
| Valley Forge Investment Consultants, Inc. CRD 123898 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $139,779 |
| Valley Forge Investment | Investment advisory (plan) | $57,135 |