AUMdb

Healthtexas Medical Group 401(k) Profit Sharing Plan

Sponsored by Physician Prime Care Dba Healthtexas Medical Group Of San Antonio · EIN 742727562 · Plan #001

Total assets
$45.2M
Net assets
$45.2M
Active participants
432
With balances
547

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $66,412
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $0