AUMdb

Alpine Physician Partners, Llc 401(k) Retirement Plan

Sponsored by Alpine Physician Partners, Llc · EIN 861193595 · Plan #001 · Los Alamitos, CA

Total assets
$48.7M
Net assets
$48.7M
Active participants
1,247
With balances
975

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $69,499
Strategic Advisors, Inc. Investment advisory (plan) $13,010