AUMdb

Kymera Independent Physicians 401(k) Plan

Sponsored by Masoud Khorsand Sahbaie, Md Pa Dba Kymera Independent Physicians · EIN 900615053 · Plan #001

Total assets
$7.3M
Net assets
$7.3M
Active participants
102
With balances
141

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
Lincoln National Corporation Contract administrator $33,927
Wells Fargo Advisors Investment advisory (plan) $20,276