Colorado Springs Radiologists, P.C. Profit Sharing Plan
Sponsored by Colorado Springs Radiologists, P.C. · EIN 840607791 · Plan #001
- Total assets
- $49.9M
- Net assets
- $49.9M
- Active participants
- 202
- With balances
- 252
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Consulting (general), Direct payment from the plan | $47,118 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $24,375 |
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,579 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $526 |