AUMdb

Advanced Medical Management And Consultants, Inc 401(k) Profit Sharing Plan

Sponsored by Advanced Medical Mgmt And Consulting · EIN 810989370 · Plan #001

Total assets
$1.7M
Net assets
$1.7M
Active participants
104
With balances
88

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $17,322
Lpl Financial Rpcp Investment advisory (plan), Direct payment from the plan $6,617