Provider Partners Management Services, Llc 401(k) Plan
Sponsored by Provider Partners Management Services, Llc · EIN 822337501 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 345
- With balances
- 161
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (participants) | $20,913 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $0 |