Patient Access Network Foundation Retirement Savings Plan
Sponsored by Patient Access Network Foundation · EIN 201184743 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 149
- With balances
- 149
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $36,487 |
| Raymond James & Associates, Inc. | Investment advisory (plan), Other fees | $0 |