AUMdb

Advanced Medical Management Inc. Retirement Plan

Sponsored by Advanced Medical Management,Inc. · EIN 953765021 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
177
With balances
300

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $25,683
Diversify Advisory Services, Llc Recordkeeping, Trustee (institutional), Other services $13,936
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0